Castle Rock Wealth Management, LLC Wisdomtree Tr Us Quality Divid Transaction History
Castle Rock Wealth Management, LLC
- $400 Million
- Q3 2024
A detailed history of Castle Rock Wealth Management, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 4,800 shares of DGRW stock, worth $405,216. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,800
Previous 4,830
0.62%
Holding current value
$405,216
Previous $376,000
6.12%
% of portfolio
0.1%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding DGRW
# of Institutions
684Shares Held
132MCall Options Held
16.5KPut Options Held
200-
Pnc Financial Services Group, Inc. Pittsburgh, PA18.9MShares$1.59 Billion1.01% of portfolio
-
Bank Of America Corp Charlotte, NC11.7MShares$990 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.43% of portfolio
-
Morgan Stanley New York, NY8.38MShares$708 Million0.05% of portfolio
-
Hamilton Capital, LLC Columbus, OH6.64MShares$560 Million40.18% of portfolio