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Castle Financial & Retirement Planning Associates’s ARK Web x.0 ETF ARKW Stock Holding History

Castle Financial & Retirement Planning Associates’s Portfolio ARKW Stock Details ARKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$12K Buy
+130
New +$18.4K 0.04% 90

Other funds holding ARKW

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's ARKW Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in ARK Web x.0 ETF (ARKW) in Q4 2021: 130 shares worth $12K. The stake represents 0.04% of the portfolio and ranks #90 among its holdings.

337 funds tracked by Wall St. Rank hold ARKW as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 130 shares of ARK Web x.0 ETF worth $12K as of Q4 2021.
  • ARK Web x.0 ETF was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • ARK Web x.0 ETF made up 0.04% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #90 holding.
  • 337 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.