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

Castle Rock Wealth Management, LLC

  • $367 Million
  • Q1 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 29,231 shares of POCT stock, worth $1.12 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
29,231
Previous 29,231 -0.0%
Holding current value
$1.12 Million
Previous $1.06 Million 3.79%
% of portfolio
0.3%
Previous 0.32%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 08, 2024
BUY
$33.24 - $36.16 $185,313 - $201,591
5,575 Added 23.57%
29,231 $1.06 Million
Q3 2023

Oct 10, 2023
BUY
$33.33 - $34.11 $435,156 - $445,340
13,056 Added 123.17%
23,656 $803,000
Q4 2022

Jan 30, 2023
BUY
$29.29 - $30.65 $71,760 - $75,092
2,450 Added 30.06%
10,600 $318,000
Q3 2022

Oct 13, 2022
BUY
$28.19 - $29.67 $14,095 - $14,835
500 Added 6.54%
8,150 $233,000
Q3 2021

Nov 12, 2021
BUY
$29.07 - $29.35 $222,385 - $224,527
7,650 New
7,650 $232,000

Others Institutions Holding POCT

# of Institutions
169
Shares Held
15.2M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

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