Castle Rock Wealth Management, LLC Spdr S&P Global Infrasture ETF Transaction History
Castle Rock Wealth Management, LLC
- $400 Million
- Q3 2024
A detailed history of Castle Rock Wealth Management, LLC transactions in Spdr S&P Global Infrasture ETF stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 3,930 shares of GII stock, worth $246,686. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,930
Previous 4,180
5.98%
Holding current value
$246,686
Previous $228,000
6.14%
% of portfolio
0.06%
Previous 0.06%
Shares
15 transactions
Others Institutions Holding GII
# of Institutions
98Shares Held
3.35MCall Options Held
0Put Options Held
0-
Wealth Architects, LLC608KShares$38.2 Million4.43% of portfolio
-
Mariner, LLC Overland Park, KS306KShares$19.2 Million0.03% of portfolio
-
Wharton Business Group, LLC Malvern, PA245KShares$15.4 Million0.68% of portfolio
-
Hills Bank & Trust CO216KShares$13.5 Million1.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC165KShares$10.4 Million0.0% of portfolio