Castle Rock Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Castle Rock Wealth Management, LLC
- $367 Million
- Q1 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 62,187 shares of UMAY stock, worth $2 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
62,187
Previous 65,836
5.54%
Holding current value
$2 Million
Previous $1.94 Million
2.84%
% of portfolio
0.51%
Previous 0.59%
Shares
6 transactions
Others Institutions Holding UMAY
# of Institutions
41Shares Held
759KCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC83.8KShares$2.69 Million0.0% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH48.3KShares$1.55 Million0.17% of portfolio
-
Cetera Investment Advisers Schaumburg, IL46.3KShares$1.49 Million0.0% of portfolio
-
Kfg Wealth Management, LLC Granger, IN40.7KShares$1.31 Million0.55% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ40.4KShares$1.3 Million0.0% of portfolio