Castle Wealth Management LLC J P MORGAN EXCHANGE TRADED F Transaction History

Castle Wealth Management LLC

  • $214 Million
  • Q3 2025
Number of Shares
72,725
Previous 74,549 2.45%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
N/A
-1,824 Reduced 2.45%
72,725 $0
Q2 2025

Jul 30, 2025
BUY
N/A
2,715 Added 3.78%
74,549 $0
Q1 2025

Apr 28, 2025
BUY
N/A
4,386 Added 6.5%
71,834 $0
Q4 2024

Jan 29, 2025
SELL
N/A
-3,592 Reduced 5.06%
67,448 $0
Q3 2024

Oct 31, 2024
BUY
N/A
62,609 Added 742.6%
71,040 $0
Q2 2024

Jul 22, 2024
BUY
N/A
8,431 New
8,431 $0
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