Castle Rock Wealth Management, LLC First Trust Exchange Traded Fd Transaction History
Castle Rock Wealth Management, LLC
- $345 Million
- Q1 2025
A detailed history of Castle Rock Wealth Management, LLC transactions in First Trust Exchange Traded Fd stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 15,570 shares of FTHI stock, worth $334,755. This represents 0.1% of its overall portfolio holdings.
Number of Shares
15,570
Previous 14,670
6.13%
Holding current value
$334,755
Previous $341,000
0.59%
% of portfolio
0.1%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding FTHI
# of Institutions
154Shares Held
25.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.53MShares$119 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA3.37MShares$72.4 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.41MShares$51.8 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.73MShares$37.3 Million0.05% of portfolio
-
Legacy Cg, LLC Plano, TX735KShares$15.8 Million6.9% of portfolio