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 $380,501. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,154
Previous 6,154 -0.0%
Holding current value
$380,501
Previous $342,000 5.56%
% of portfolio
0.09%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$47.39 - $53.82 $60,801 - $69,051
1,283 Added 26.34%
6,154 $331,000
Q4 2023

Jan 08, 2024
BUY
$41.5 - $48.47 $202,146 - $236,097
4,871 New
4,871 $235,000

Others Institutions Holding LRGF

# of Institutions
201
Shares Held
33.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

LRGF Quotes by TradingView
  • Ticker LRGF
  • Sector ETFs
  • Industry ETFs
More about LRGF
Track This Portfolio

Track Castle Rock Wealth Management, LLC Portfolio

Follow Castle Rock Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Castle Rock Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Castle Rock Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email