Castle Rock Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Castle Rock Wealth Management, LLC
- $375 Million
- Q4 2024
A detailed history of Castle Rock Wealth Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 45,086 shares of UDEC stock, worth $1.58 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
45,086
Previous 48,209
6.48%
Holding current value
$1.58 Million
Previous $1.69 Million
6.22%
% of portfolio
0.42%
Previous 0.42%
Shares
12 transactions
Others Institutions Holding UDEC
# of Institutions
77Shares Held
3.41MCall Options Held
0Put Options Held
0-
Brookstone Capital Management955KShares$33.5 Million0.56% of portfolio
-
Sovran Advisors, LLC San Diego, CA257KShares$9 Million1.28% of portfolio
-
Encompass More Asset Management Danville, CA163KShares$5.72 Million1.89% of portfolio
-
Commonwealth Equity Services, LLC125KShares$4.38 Million0.01% of portfolio
-
Kestra Advisory Services, LLC121KShares$4.23 Million0.02% of portfolio