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Castle Financial & Retirement Planning Associates’s Roundhill Ball Metaverse ETF METV Stock Holding History

Castle Financial & Retirement Planning Associates’s Portfolio METV Stock Details METV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$409K Buy
+31,928
New +$491K 1.39% 17

Other funds holding METV

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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

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

Castle Financial & Retirement Planning Associates opened a new position in Roundhill Ball Metaverse ETF (METV) in Q4 2021: 31,928 shares worth $409K. The stake represents 1.39% of the portfolio and ranks #17 among its holdings.

109 funds tracked by Wall St. Rank hold METV as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 31,928 shares of Roundhill Ball Metaverse ETF worth $409K as of Q4 2021.
  • Roundhill Ball Metaverse ETF was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • Roundhill Ball Metaverse ETF made up 1.39% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #17 holding.
  • 109 funds tracked by Wall St. Rank held Roundhill Ball Metaverse ETF as of Q4 2021.

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