Castle Rock Wealth Management, LLC Alerian Energy Infrastructure Transaction History

Castle Rock Wealth Management, LLC

  • $375 Million
  • Q4 2024

A detailed history of Castle Rock Wealth Management, LLC transactions in Alerian Energy Infrastructure stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 73,533 shares of ENFR stock, worth $2.31 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
73,533
Previous 56,868 29.3%
Holding current value
$2.31 Million
Previous $1.61 Million 42.5%
% of portfolio
0.61%
Previous 0.4%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 05, 2025
BUY
$28.52 - $33.11 $475,285 - $551,778
16,665 Added 29.3%
73,533 $2.29 Million
Q3 2024

Oct 09, 2024
BUY
$26.22 - $28.65 $420,516 - $459,488
16,038 Added 39.28%
56,868 $1.61 Million
Q2 2024

Jul 12, 2024
BUY
$24.49 - $26.57 $999,926 - $1.08 Million
40,830 New
40,830 $1.08 Million

Others Institutions Holding ENFR

# of Institutions
94
Shares Held
3.52M
Call Options Held
0
Put Options Held
0
View Full List

About ALERIAN ENERGY INFRASTRUCTURE

ENFR Quotes by TradingView
  • Ticker ENFR
  • Sector ETFs
  • Industry ETFs
More about ENFR
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