Castle Rock Wealth Management, LLC Ishares Tr Transaction History
Castle Rock Wealth Management, LLC
- $400 Million
- Q3 2024
A detailed history of Castle Rock Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 6,154 shares of LRGF stock, worth $381,301. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,154
Previous 6,154
-0.0%
Holding current value
$381,301
Previous $342,000
5.56%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding LRGF
# of Institutions
199Shares Held
32.7MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.2MShares$260 Million14.69% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.27MShares$203 Million10.63% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$122 Million4.22% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.95MShares$121 Million21.87% of portfolio
-
Wells Fargo & Company San Francisco, CA1.79MShares$111 Million0.02% of portfolio