Castle Rock Wealth Management, LLC Vanguard Utilities ETF Transaction History
Castle Rock Wealth Management, LLC
- $400 Million
- Q3 2024
A detailed history of Castle Rock Wealth Management, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 10,692 shares of VPU stock, worth $1.88 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
10,692
Previous 11,497
7.0%
Holding current value
$1.88 Million
Previous $1.7 Million
9.41%
% of portfolio
0.46%
Previous 0.44%
Shares
24 transactions
Others Institutions Holding VPU
# of Institutions
593Shares Held
12.3MCall Options Held
39.2KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$182 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$169 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$125 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$118 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$108 Million0.05% of portfolio