Castle Rock Wealth Management, LLC Alger ETF Tr Mid Cap 40 ETF Transaction History
Castle Rock Wealth Management, LLC
- $367 Million
- Q1 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 102,033 shares of FRTY stock, worth $1.66 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
102,033
Previous 100,368
1.66%
Holding current value
$1.66 Million
Previous $1.35 Million
19.75%
% of portfolio
0.44%
Previous 0.41%
Shares
7 transactions
Others Institutions Holding FRTY
# of Institutions
14Shares Held
1.1MCall Options Held
0Put Options Held
0-
Fred Alger Management, LLC New York, NY305KShares$4.95 Million0.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC204KShares$3.32 Million0.01% of portfolio
-
Ubs Group Ag105KShares$1.71 Million0.0% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA99.3KShares$1.61 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC95.1KShares$1.54 Million0.0% of portfolio