Castle Rock Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History
Castle Rock Wealth Management, LLC
- $400 Million
- Q3 2024
A detailed history of Castle Rock Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 9,420 shares of USMV stock, worth $890,378. This represents 0.21% of its overall portfolio holdings.
Number of Shares
9,420
Previous 9,469
0.52%
Holding current value
$890,378
Previous $795,000
8.18%
% of portfolio
0.21%
Previous 0.2%
Shares
22 transactions
Others Institutions Holding USMV
# of Institutions
1,389Shares Held
200MCall Options Held
8.5KPut Options Held
33.9K-
Morgan Stanley New York, NY16.7MShares$1.58 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$1.49 Billion0.12% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.2MShares$1.25 Billion0.45% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$968 Million0.58% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA6.18MShares$584 Million0.37% of portfolio