CASTLE WEALTH MANAGEMENT LLC – iShares Core S&P 500 ETF Transaction History
CASTLE WEALTH MANAGEMENT LLC portfolio value:
$8.33M
portfolio value
CASTLE WEALTH MANAGEMENT LLC quarter portfolio value change:
-5.41%
quarter
iShares Core S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -7.91% | -1.99K shares | -1.23M | $358.65 | 23.24K |
| Q2 2022 | share | Increase | 0.00% | 25.24K shares | 9.57M | $379.15 | 25.24K |