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
74Shares Held
5.92MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA4.71MShares$261 Million0.5% of portfolio
-
Bank Of America Corp Charlotte, NC344KShares$19 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN125KShares$6.91 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC101KShares$5.57 Million0.0% of portfolio
-
Trek Financial, LLC Scottsdale, AZ55.3KShares$3.06 Million0.23% of portfolio