CASTLE WEALTH MANAGEMENT LLC – WisdomTree Floating Rate Treasury Fund Transaction History
CASTLE WEALTH MANAGEMENT LLC portfolio value:
$11.96M
portfolio value
CASTLE WEALTH MANAGEMENT LLC quarter portfolio value change:
-0.10%
quarter
WisdomTree Floating Rate Treasury Fund 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +41.83% | 70.20K shares | 3.52M | $50.28 | 238.05K |
Q2 2022 | share | Increase | 0.00% | 167.84K shares | 8.44M | $50.33 | 167.84K |