Castle Rock Wealth Management, LLC First Tr Enhanced Traded Fd Iv Transaction History
Castle Rock Wealth Management, LLC
- $367 Million
- Q1 2024
A detailed history of Castle Rock Wealth Management, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 55,034 shares of FTSM stock, worth $3.28 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
55,034
Previous 56,910
3.3%
Holding current value
$3.28 Million
Previous $3.4 Million
3.36%
% of portfolio
0.89%
Previous 1.04%
Shares
18 transactions
Others Institutions Holding FTSM
# of Institutions
413Shares Held
88.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY13.3MShares$792 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.18MShares$488 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.04MShares$479 Million0.26% of portfolio
-
Ubs Group Ag4.05MShares$241 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC3.11MShares$185 Million0.02% of portfolio