Castle Wealth Management LLC Invesco Et Self Idxd Fd Tr Def Transaction History
Castle Wealth Management LLC
- $183 Million
- Q4 2024
A detailed history of Castle Wealth Management LLC transactions in Invesco Et Self Idxd Fd Tr Def stock. As of the latest transaction made, Castle Wealth Management LLC holds 5,444 shares of DEF stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,444
Previous 5,470
0.48%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DEF
# of Institutions
76Shares Held
1.32MCall Options Held
0Put Options Held
100K-
Lpl Financial LLC Fort Mill, SC248KShares$00.0% of portfolio
-
Bergan Kdv Wealth Management, LLC154KShares$01.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO142KShares$00.0% of portfolio
-
Envestnet Asset Management Inc130KShares$00.0% of portfolio
-
Creative Planning Overland Park, KS73.9KShares$00.0% of portfolio