Castle Wealth Management LLC Vanguard Intl Eqty Ftse All Wo Transaction History

Castle Wealth Management LLC

$189 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 01, 2022	BUY	$102.76 - $125.99 $3,493 - $4,283	34 New	34 $3,000

Others Institutions Holding VSS

# of Institutions

659

Shares Held

46.7M

Call Options Held

100

Put Options Held

0

Empower Advisory Group, LLC Greenwood Village, CO

4.33M
Shares

$494 Million
1.85% of portfolio
Personal Capital Advisors Corp

3.68M
Shares

$419 Million
1.84% of portfolio
Morgan Stanley New York, NY

3.24M
Shares

$370 Million
0.03% of portfolio
Axiom Advisory, LLC San Diego, CA

2.85M
Shares

$325 Million
3.28% of portfolio
Natixis Advisors, L.P. Boston, MA

2.5M
Shares

$285 Million
0.61% of portfolio

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