Castle Rock Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History
Castle Rock Wealth Management, LLC
- $375 Million
- Q4 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 6,976 shares of USMV stock, worth $644,721. This represents 0.16% of its overall portfolio holdings.
Number of Shares
6,976
Previous 9,420
25.94%
Holding current value
$644,721
Previous $860,000
28.02%
% of portfolio
0.16%
Previous 0.21%
Shares
23 transactions
Others Institutions Holding USMV
# of Institutions
1,393Shares Held
200MCall Options Held
8.5KPut Options Held
33.9K-
Morgan Stanley New York, NY16.7MShares$1.55 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$1.46 Billion0.12% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.2MShares$1.22 Billion0.45% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$947 Million0.58% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA6.18MShares$571 Million0.37% of portfolio