Castle Rock Wealth Management, LLC Alger ETF Tr Mid Cap 40 ETF Transaction History
Castle Rock Wealth Management, LLC
- $345 Million
- Q1 2025
A detailed history of Castle Rock Wealth Management, LLC transactions in Alger ETF Tr Mid Cap 40 ETF stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 139,720 shares of FRTY stock, worth $2.25 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
139,720
Previous 162,089
13.8%
Holding current value
$2.25 Million
Previous $3.03 Million
26.76%
% of portfolio
0.64%
Previous 0.81%
Shares
11 transactions
Others Institutions Holding FRTY
# of Institutions
22Shares Held
2.61MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC1.19MShares$19.1 Million0.04% of portfolio
-
Fred Alger Management, LLC New York, NY290KShares$4.68 Million0.03% of portfolio
-
Ubs Group Ag264KShares$4.24 Million0.0% of portfolio
-
Stifel Financial Corp St. Louis, MO143KShares$2.3 Million0.0% of portfolio
-
Prosperity Financial Group, Inc. San Ramon, CA139KShares$2.24 Million1.3% of portfolio