Castle Rock Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Castle Rock Wealth Management, LLC
- $400 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding UAPR
# of Institutions
75Shares Held
3.56MCall Options Held
0Put Options Held
0-
Brookstone Capital Management686KShares$21.3 Million0.34% of portfolio
-
Ae Wealth Management LLC312KShares$9.69 Million0.1% of portfolio
-
Tradition Wealth Management, LLC296KShares$9.18 Million0.85% of portfolio
-
Commonwealth Equity Services, LLC279KShares$8.68 Million0.01% of portfolio
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Kfg Wealth Management, LLC Granger, IN227KShares$7.05 Million1.99% of portfolio