Castle Rock Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History
Castle Rock Wealth Management, LLC
- $367 Million
- Q1 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 9,470 shares of USMV stock, worth $797,184. This represents 0.22% of its overall portfolio holdings.
Number of Shares
9,470
Previous 9,469
0.01%
Holding current value
$797,184
Previous $738,000
7.18%
% of portfolio
0.22%
Previous 0.23%
Shares
20 transactions
Others Institutions Holding USMV
# of Institutions
1,243Shares Held
216MCall Options Held
23.9KPut Options Held
478K-
Morgan Stanley New York, NY22.5MShares$1.9 Billion0.15% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$1.46 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL15.9MShares$1.34 Billion0.91% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.51MShares$800 Million0.55% of portfolio
-
Envestnet Asset Management Inc6.39MShares$538 Million0.2% of portfolio