Castle Rock Wealth Management, LLC Pacer Fds Tr Trendpilot Us Mid Transaction History
Castle Rock Wealth Management, LLC
- $367 Million
- Q1 2024
A detailed history of Castle Rock Wealth Management, LLC transactions in Pacer Fds Tr Trendpilot Us Mid stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 9,097 shares of PTMC stock, worth $314,392. This represents 0.09% of its overall portfolio holdings.
Number of Shares
9,097
Previous 9,097
-0.0%
Holding current value
$314,392
Previous $298,000
9.73%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding PTMC
# of Institutions
74Shares Held
7.29MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.04MShares$35.8 Million0.0% of portfolio
-
Morgan Stanley New York, NY786KShares$27.2 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA728KShares$25.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC510KShares$17.6 Million0.01% of portfolio
-
O Donnell Financial Services, LLC400KShares$13.8 Million7.61% of portfolio