Castle Rock Wealth Management, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Castle Rock Wealth Management, LLC
- $388 Million
- Q2 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 $255,612. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,592
Previous 8,592
-0.0%
Holding current value
$255,612
Previous $240,000
3.33%
% of portfolio
0.06%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding BUFR
# of Institutions
327Shares Held
130MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC29.6MShares$880 Million0.44% of portfolio
-
Cetera Investment Advisers Schaumburg, IL7.35MShares$219 Million0.5% of portfolio
-
Commonwealth Equity Services, LLC6.55MShares$195 Million0.3% of portfolio
-
Envestnet Asset Management Inc5.4MShares$161 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.55MShares$135 Million0.32% of portfolio