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Castle Financial & Retirement Planning Associates’s AdvisorShares Pure Cannabis ETF YOLO Stock Holding History

Castle Financial & Retirement Planning Associates’s Portfolio YOLO Stock Details YOLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$3K Buy
+261
New +$3.91K 0.01% 157

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KAS
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NWA
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GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

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

Castle Financial & Retirement Planning Associates opened a new position in AdvisorShares Pure Cannabis ETF (YOLO) in Q4 2021: 261 shares worth $3K. The stake represents 0.01% of the portfolio and ranks #157 among its holdings.

88 funds tracked by Wall St. Rank hold YOLO as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 261 shares of AdvisorShares Pure Cannabis ETF worth $3K as of Q4 2021.
  • AdvisorShares Pure Cannabis ETF was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • AdvisorShares Pure Cannabis ETF made up 0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #157 holding.
  • 88 funds tracked by Wall St. Rank held AdvisorShares Pure Cannabis ETF as of Q4 2021.

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