Castle Rock Wealth Management, LLC Innovator U.S. Equity Power Bu Transaction History

Castle Rock Wealth Management, LLC

  • $400 Million
  • Q3 2024

A detailed history of Castle Rock Wealth Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 36,523 shares of PJAN stock, worth $1.54 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
36,523
Previous 37,298 2.08%
Holding current value
$1.54 Million
Previous $1.5 Million 0.6%
% of portfolio
0.38%
Previous 0.39%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
SELL
$39.31 - $41.32 $30,465 - $32,023
-775 Reduced 2.08%
36,523 $1.51 Million
Q2 2024

Jul 12, 2024
SELL
$38.2 - $40.26 $31,744 - $33,456
-831 Reduced 2.18%
37,298 $1.5 Million
Q1 2024

May 13, 2024
BUY
$36.88 - $39.11 $656,611 - $696,314
17,804 Added 87.6%
38,129 $1.49 Million
Q4 2022

Jan 30, 2023
BUY
$29.37 - $32.4 $596,945 - $658,530
20,325 New
20,325 $640,000

Others Institutions Holding PJAN

# of Institutions
222
Shares Held
17.9M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PJAN Quotes by TradingView
  • Ticker PJAN
  • Sector ETFs
  • Industry ETFs
More about PJAN
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