Castle Rock Wealth Management, LLC Alger ETF Tr 35 ETF Transaction History
Castle Rock Wealth Management, LLC
- $400 Million
- Q3 2024
A detailed history of Castle Rock Wealth Management, LLC transactions in Alger ETF Tr 35 ETF stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 57,552 shares of ATFV stock, worth $1.44 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
57,552
Previous 84,859
32.18%
Holding current value
$1.44 Million
Previous $1.82 Million
29.58%
% of portfolio
0.32%
Previous 0.47%
Shares
9 transactions
Others Institutions Holding ATFV
# of Institutions
7Shares Held
444KCall Options Held
0Put Options Held
0-
Fred Alger Management, LLC New York, NY373KShares$9.32 Million0.04% of portfolio
-
Davenport & CO LLC10.9KShares$273,4060.0% of portfolio
-
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE1.19KShares$29,6010.0% of portfolio
-
Core Cap Advisors, LLC Southfield, MI931Shares$23,2560.0% of portfolio
-
Ubs Group Ag71Shares$1,7730.0% of portfolio