Castle Rock Wealth Management, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Castle Rock Wealth Management, LLC
- $400 Million
- Q3 2024
A detailed history of Castle Rock Wealth Management, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 8,592 shares of BUFR stock, worth $262,056. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,592
Previous 8,592
-0.0%
Holding current value
$262,056
Previous $248,000
3.23%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding BUFR
# of Institutions
355Shares Held
148MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC34MShares$1.04 Billion0.47% of portfolio
-
Cetera Investment Advisers Schaumburg, IL8.29MShares$253 Million0.56% of portfolio
-
Commonwealth Equity Services, LLC7.41MShares$226 Million0.34% of portfolio
-
Envestnet Asset Management Inc6.25MShares$190 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ5.05MShares$154 Million0.36% of portfolio