Castle Rock Wealth Management, LLC Alger ETF Tr Mid Cap 40 ETF Transaction History
Castle Rock Wealth Management, LLC
- $375 Million
- Q4 2024
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 162,089 shares of FRTY stock, worth $2.66 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
162,089
Previous 145,690
11.26%
Holding current value
$2.66 Million
Previous $2.49 Million
21.53%
% of portfolio
0.81%
Previous 0.62%
Shares
10 transactions
Others Institutions Holding FRTY
# of Institutions
20Shares Held
2.33MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC936KShares$15.4 Million0.04% of portfolio
-
Fred Alger Management, LLC New York, NY290KShares$4.77 Million0.03% of portfolio
-
Ubs Group Ag264KShares$4.33 Million0.0% of portfolio
-
Stifel Financial Corp St. Louis, MO143KShares$2.34 Million0.0% of portfolio
-
Prosperity Financial Group, Inc. San Ramon, CA139KShares$2.29 Million1.3% of portfolio