Castle Wealth Management LLC ETF Ser Solutions Aam Bahl Gay Transaction History
Castle Wealth Management LLC
- $192 Million
- Q2 2025
A detailed history of Castle Wealth Management LLC transactions in ETF Ser Solutions Aam Bahl Gay stock. As of the latest transaction made, Castle Wealth Management LLC holds 216,985 shares of SMIG stock, worth $6.49 Million. This represents 3.25% of its overall portfolio holdings.
Number of Shares
216,985
Previous 203,170
6.8%
Holding current value
$6.49 Million
Previous $5.8 Million
8.01%
% of portfolio
3.25%
Previous 3.26%
Shares
11 transactions
Others Institutions Holding SMIG
# of Institutions
56Shares Held
21.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.35MShares$220 Million0.02% of portfolio
-
Morgan Stanley New York, NY4.94MShares$148 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A62.19MShares$65.6 Million0.01% of portfolio
-
Ubs Group Ag1.46MShares$43.7 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL680KShares$20.3 Million0.01% of portfolio