Castle Rock Wealth Management, LLC Innovator U.S. Equity Ultra Bu Call Options Transaction History
Castle Rock Wealth Management, LLC
- $400 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding UMAY
# of Institutions
47Shares Held
912KCall Options Held
0Put Options Held
0-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH115KShares$3.93 Million0.32% of portfolio
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Commonwealth Equity Services, LLC89KShares$3.03 Million0.0% of portfolio
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Kestra Advisory Services, LLC57.2KShares$1.95 Million0.01% of portfolio
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Kfg Wealth Management, LLC Granger, IN43.3KShares$1.48 Million0.38% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ41.4KShares$1.41 Million0.0% of portfolio