Castle Rock Wealth Management, LLC Innovator Etfs Tr Pwr Buffer S Call Options Transaction History
Castle Rock Wealth Management, LLC
- $400 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding PSTP
# of Institutions
31Shares Held
2.12MCall Options Held
0Put Options Held
0-
Kfg Wealth Management, LLC Granger, IN541KShares$17 Million4.95% of portfolio
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Commonwealth Equity Services, LLC281KShares$8.85 Million0.01% of portfolio
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Sunbelt Securities, Inc. Houston, TX244KShares$7.67 Million0.83% of portfolio
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Lineweaver Wealth Advisors, LLC206KShares$6.49 Million1.31% of portfolio
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Aire Advisors, LLC Beverly Hills, CA196KShares$6.18 Million1.39% of portfolio