Castle Rock Wealth Management, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History
Castle Rock Wealth Management, LLC
- $367 Million
- Q1 2024
A detailed history of Castle Rock Wealth Management, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 11,052 shares of CALF stock, worth $474,020. This represents 0.15% of its overall portfolio holdings.
Number of Shares
11,052
Previous 8,419
31.27%
Holding current value
$474,020
Previous $404,000
34.41%
% of portfolio
0.15%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding CALF
# of Institutions
511Shares Held
144MCall Options Held
19.9KPut Options Held
21.6K-
Bank Of America Corp Charlotte, NC32.8MShares$1.41 Billion0.15% of portfolio
-
Morgan Stanley New York, NY12.8MShares$550 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA7.54MShares$323 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC6MShares$257 Million0.16% of portfolio
-
Northwestern Mutual Wealth Management CO5.05MShares$217 Million0.26% of portfolio