Castle Rock Wealth Management, LLC Pimco ETF Tr Enhanced Sht Matu Transaction History
Castle Rock Wealth Management, LLC
- $400 Million
- Q3 2024
A detailed history of Castle Rock Wealth Management, LLC transactions in Pimco ETF Tr Enhanced Sht Matu stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 5,750 shares of MINT stock, worth $578,162. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,750
Previous 5,850
1.71%
Holding current value
$578,162
Previous $588,000
1.7%
% of portfolio
0.14%
Previous 0.15%
Shares
12 transactions
Others Institutions Holding MINT
# of Institutions
744Shares Held
87.5MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY23.9MShares$2.4 Billion0.2% of portfolio
-
Morgan Stanley New York, NY7.76MShares$780 Million0.06% of portfolio
-
Assetmark, Inc7.19MShares$723 Million1.98% of portfolio
-
Wells Fargo & Company San Francisco, CA3.53MShares$355 Million0.08% of portfolio
-
Hb Wealth Management, LLC3.48MShares$349 Million3.58% of portfolio