Castle Rock Wealth Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Castle Rock Wealth Management, LLC
- $345 Million
- Q1 2025
A detailed history of Castle Rock Wealth Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 87,552 shares of SGOV stock, worth $8.81 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
87,552
Previous 91,026
3.82%
Holding current value
$8.81 Million
Previous $9.13 Million
3.48%
% of portfolio
2.55%
Previous 2.43%
Shares
9 transactions
Others Institutions Holding SGOV
# of Institutions
824Shares Held
116MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.23MShares$526 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$426 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC3.24MShares$326 Million0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX3.05MShares$307 Million0.65% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.14MShares$215 Million0.08% of portfolio