Castle Financial & Retirement Planning Associates’s Streamex Corp STEX Stock Holding History

Castle Financial & Retirement Planning Associates’s Portfolio STEX Stock Details STEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$6K	Buy	+365	New	+$10K	0.02%	128

Other funds holding STEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ICG

InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

Saltoro Capital Dallas, Texas $30K AUM 24.79% 1-Year Est. Return

ZCA

Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Castle Financial & Retirement Planning Associates opened a new position in Streamex Corp (STEX) in Q4 2021: 365 shares worth $6K. The stake represents 0.02% of the portfolio and ranks #128 among its holdings.

46 funds tracked by Wall St. Rank hold STEX as of Q4 2021.

Castle Financial & Retirement Planning Associates held 365 shares of Streamex Corp worth $6K as of Q4 2021.
Streamex Corp was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Streamex Corp made up 0.02% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #128 holding.
46 funds tracked by Wall St. Rank held Streamex Corp as of Q4 2021.

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