Castlekeep Investment Advisors LLC Wisdomtree Tr Emerging Mkts Ex Transaction History
Castlekeep Investment Advisors LLC
- $214 Billion
- Q3 2025
A detailed history of Castlekeep Investment Advisors LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Castlekeep Investment Advisors LLC holds 68,192 shares of XSOE stock, worth $2.65 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
68,192
Previous 64,947
5.0%
Holding current value
$2.65 Million
Previous $2.24 Billion
15.53%
% of portfolio
1.21%
Previous 1.1%
Shares
4 transactions
Others Institutions Holding XSOE
# of Institutions
255Shares Held
35.4MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS3.73MShares$145 Million1.58% of portfolio
-
Morgan Stanley New York, NY2.74MShares$106 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.99MShares$77.2 Million0.01% of portfolio
-
Valmark Advisers, Inc.1.66MShares$64.5 Million0.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.56MShares$60.6 Million0.02% of portfolio