Castle Wealth Management LLC Invesco Iftse Rafi Dev Mkts Ex Transaction History
Castle Wealth Management LLC
- $214 Million
- Q3 2025
A detailed history of Castle Wealth Management LLC transactions in Invesco Iftse Rafi Dev Mkts Ex stock. As of the latest transaction made, Castle Wealth Management LLC holds 4,831 shares of PXF stock, worth $307,154. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,831
Previous 4,831
-0.0%
Holding current value
$307,154
Previous $277,000
6.5%
% of portfolio
0.14%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding PXF
# of Institutions
230Shares Held
27.8MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11.4MShares$723 Million0.12% of portfolio
-
Invesco Ltd. Atlanta, GA4.36MShares$277 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.36MShares$86.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC937KShares$59.6 Million0.0% of portfolio
-
Pfs Investments Inc. Duluth, GA717KShares$45.6 Million0.53% of portfolio