Castle Rock Wealth Management, LLC Financial Sector Spdr Transaction History
Castle Rock Wealth Management, LLC
- $400 Million
- Q3 2024
Shares
6 transactions
Others Institutions Holding XLF
# of Institutions
1,838Shares Held
696MCall Options Held
161MPut Options Held
320M-
Jpmorgan Chase & CO New York, NY135MShares$6.7 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.64 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.87 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$877 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$850 Million0.26% of portfolio