CASTLE WEALTH MANAGEMENT LLC – First Trust SMID Cap Rising Dividend Achievers ETF Transaction History
CASTLE WEALTH MANAGEMENT LLC portfolio value:
$3.30M
portfolio value
CASTLE WEALTH MANAGEMENT LLC quarter portfolio value change:
-3.14%
quarter
First Trust SMID Cap Rising Dividend Achievers ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -23.06% | -42.85K shares | -1.13M | $23.13 | 142.99K |
| Q2 2022 | share | Increase | 0.00% | 185.84K shares | 4.43M | $23.88 | 185.84K |