First Tr Exch Traded Fd Iii cmn shares owned by Castle Wealth Management
Quarter-by-quarter ownership of First Tr Exch Traded Fd Iii cmn (FPEI) shares owned by Castle Wealth Management
from 13F filings
Historical chart of Castle Wealth Management investment in First Tr Exch Traded Fd Iii cmn
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Quarterly reported holdings in First Tr Exch Traded Fd Iii cmn by Castle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $205k | 11k | 19.07 |
| 2024-06-30 | $202k | 11k | 18.37 |
| 2024-03-31 | $201k | 11k | 18.22 |
| 2023-12-31 | $198k | 11k | 17.83 |
| 2023-09-30 | $213k | 13k | 16.88 |
| 2023-06-30 | $213k | 13k | 16.85 |
| 2023-03-31 | $209k | 13k | 16.75 |
| 2022-12-31 | $218k | 12k | 17.81 |
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