Castle Rock Wealth Management, LLC Intuit Inc Transaction History
Castle Rock Wealth Management, LLC
- $409 Million
- Q3 2025
A detailed history of Castle Rock Wealth Management, LLC transactions in Intuit Inc stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 367 shares of INTU stock, worth $237,074. This represents 0.06% of its overall portfolio holdings.
Number of Shares
367
Previous 377
2.65%
Holding current value
$237,074
Previous $296,000
15.54%
% of portfolio
0.06%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding INTU
# of Institutions
2,518Shares Held
233MCall Options Held
4.06MPut Options Held
4.58M-
Vanguard Group Inc Valley Forge, PA28.6MShares$18.5 Billion0.3% of portfolio
-
Black Rock Inc. New York, NY24.4MShares$15.8 Billion0.37% of portfolio
-
State Street Corp Boston, MA12.9MShares$8.32 Billion0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY10.6MShares$6.83 Billion0.48% of portfolio
-
Geode Capital Management, LLC Boston, MA6.53MShares$4.22 Billion0.29% of portfolio
About INTUIT INC
- Ticker INTU
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 281,870,016
- Market Cap $182B
- Description
- Intuit Inc. provides financial management and compliance products and services for consumers, small businesses, self-employed, and accounting professionals in the United States, Canada, and internationally. The company operates in four segments: Small Business & Self-Employed, Consumer, Credit Karma, and ProConnect. The Small Business & ...