Castle Wealth Management Llc Portfolio Analysis: Q2 2026 ETF Activity
Castle Wealth Management Llc held a total portfolio value of $325.2 million as of June 30, 2026. This quarter saw notable changes in holdings including significant purchases and adjustments.
By Insiderset.Aug 4, 2026, 6:41 AM
Castle Wealth Management Llc held a total portfolio value of $325.2 million as of June 30, 2026. This quarter saw notable changes in holdings including significant purchases and adjustments.