Castle Rock Wealth Management, LLC First Trust Nasdaq 100 Technol Transaction History
Castle Rock Wealth Management, LLC
- $375 Million
- Q4 2024
A detailed history of Castle Rock Wealth Management, LLC transactions in First Trust Nasdaq 100 Technol stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 3,359 shares of QTEC stock, worth $636,564. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,359
Previous 3,659
8.2%
Holding current value
$636,564
Previous $700,000
9.71%
% of portfolio
0.17%
Previous 0.17%
Shares
20 transactions
Others Institutions Holding QTEC
# of Institutions
371Shares Held
14.5MCall Options Held
3KPut Options Held
46.7K-
First Trust Advisors LP Wheaton, IL4.3MShares$814 Million0.75% of portfolio
-
Bank Of America Corp Charlotte, NC899KShares$170 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA857KShares$162 Million0.04% of portfolio
-
Morgan Stanley New York, NY792KShares$150 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC548KShares$104 Million0.04% of portfolio