Castle Rock Wealth Management, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History
Castle Rock Wealth Management, LLC
- $388 Million
- Q2 2024
A detailed history of Castle Rock Wealth Management, LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 6,111 shares of PTLC stock, worth $320,827. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,111
Previous 6,111
-0.0%
Holding current value
$320,827
Previous $291,000
4.47%
% of portfolio
0.08%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding PTLC
# of Institutions
211Shares Held
37.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.06MShares$318 Million0.03% of portfolio
-
Morgan Stanley New York, NY4.49MShares$236 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.03MShares$159 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA2.44MShares$128 Million0.03% of portfolio
-
Cfs Investment Advisory Services, LLC Totowa, NJ1.94MShares$102 Million7.84% of portfolio