News + Filings Holdings
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CASTLE WEALTH MANAGEMENT LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Pacer Funds Trust
| ICOW | Common | 156,598 | 156,598 | 4,655,671,000 | 4,655,671,000 | 3.25 | |
Hist
| 06/30/2023 |
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AMERICAN CENTY ETF TR
| AVUS | Common | 51,292 | 51,292 | 3,856,646,000 | 3,856,646,000 | 2.69 | |
Hist
| 06/30/2023 |
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INVESCO EXCHANGE TRADED FD T
| PPA | Common | 34,285 | 34,285 | 2,896,060,000 | 2,896,060,000 | 2.02 | |
Hist
| 06/30/2023 |
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iShares Gold Trust Micro
| IAUM | Common | 135,403 | 135,403 | 2,597,030,000 | 2,597,030,000 | 1.81 | 0.22 |
Hist
| 06/30/2023 |
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FIRST TRUST EXCHANGE-TRADED FUND III
| FPEI | Common | 12,614 | 12,614 | 212,554,000 | 212,554,000 | 0.15 | |
Hist
| 06/30/2023 |
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