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Castle Wealth Management LLC Has $945,000 Holdings in Visa Inc (NYSE:V)

Castle Wealth Management LLC Has $945,000 Holdings in Visa Inc (NYSE:V)
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Avantis International Equity ETF (NYSEARCA:AVDE) is Castle Wealth Management LLC s 3rd Largest Position

Avantis International Equity ETF (NYSEARCA:AVDE) is Castle Wealth Management LLC s 3rd Largest Position
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Castle Wealth Management LLC Purchases 8,848 Shares of Matthews Emerging Markets ex China Active ETF (NYSEARCA:MEMX)

Castle Wealth Management LLC increased its holdings in shares of Matthews Emerging Markets ex China Active ETF (NYSEARCA:MEMX – Free Report) by 7.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 123,476 shares of the company’s stock after purchasing an additional 8,848 […]

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Castle Wealth Management LLC Sells 227 Shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO)

Castle Wealth Management LLC trimmed its stake in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 0.2% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 104,337 shares of the company’s stock after selling 227 shares during the quarter. iShares Core Dividend Growth […]

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Castle Wealth Management LLC Sells 285 Shares of Invesco QQQ (NASDAQ:QQQ)

Castle Wealth Management LLC lowered its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 3.0% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 9,166 shares of the exchange traded fund’s stock after selling 285 shares during the quarter. Invesco QQQ comprises […]

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