Castle Rock Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Castle Rock Wealth Management, LLC
- $409 Million
- Q3 2025
Shares
3 transactions
Others Institutions Holding UAPR
# of Institutions
94Shares Held
4.12MCall Options Held
0Put Options Held
0-
Talon Private Wealth, LLC The Villages, FL1.09MShares$34.9 Million4.7% of portfolio
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Tradition Wealth Management, LLC281KShares$8.99 Million0.78% of portfolio
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C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH252KShares$8.06 Million0.47% of portfolio
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Kfg Wealth Management, LLC Granger, IN178KShares$5.7 Million1.21% of portfolio
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Commonwealth Equity Services, LLC162KShares$5.18 Million0.01% of portfolio