Castle Rock Wealth Management, LLC Ishares Tr Transaction History
Castle Rock Wealth Management, LLC
- $367 Million
- Q1 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 $348,377. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,154
Previous 4,871
26.34%
Holding current value
$348,377
Previous $235,000
40.85%
% of portfolio
0.09%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding LRGF
# of Institutions
184Shares Held
29.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.3MShares$244 Million14.98% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.06MShares$117 Million21.68% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA2.05MShares$116 Million4.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.77MShares$100 Million0.02% of portfolio
-
Plancorp, LLC1.46MShares$82.6 Million3.42% of portfolio