Castle Rock Wealth Management, LLC First Tr Value Line Divid Inde Transaction History
Castle Rock Wealth Management, LLC
- $400 Million
- Q3 2024
A detailed history of Castle Rock Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 17,218 shares of FVD stock, worth $790,994. This represents 0.2% of its overall portfolio holdings.
Number of Shares
17,218
Previous 17,218
-0.0%
Holding current value
$790,994
Previous $701,000
11.7%
% of portfolio
0.2%
Previous 0.18%
Shares
17 transactions
Others Institutions Holding FVD
# of Institutions
584Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$983 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$807 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$328 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$321 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$210 Million0.05% of portfolio