Castle Rock Wealth Management, LLC Ishares Tr Us Tech Breakthroug Transaction History
Castle Rock Wealth Management, LLC
- $400 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding TECB
# of Institutions
80Shares Held
5.78MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA4.48MShares$253 Million0.5% of portfolio
-
Bank Of America Corp Charlotte, NC330KShares$18.6 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN137KShares$7.74 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC101KShares$5.67 Million0.0% of portfolio
-
Trek Financial, LLC Scottsdale, AZ75.7KShares$4.27 Million0.32% of portfolio