Castle Wealth Management LLC PUTNAM ETF TRUST Transaction History

Castle Wealth Management LLC

  • $214 Million
  • Q3 2025
Number of Shares
133,180
Previous 130,844 1.79%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 31, 2025
BUY
N/A
2,336 Added 1.79%
133,180 $0
Q2 2025

Jul 30, 2025
BUY
N/A
122,213 Added 1415.98%
130,844 $0
Q1 2025

Apr 28, 2025
SELL
N/A
-713 Reduced 7.63%
8,631 $0
Q4 2024

Jan 29, 2025
BUY
N/A
9,344 New
9,344 $0
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