Castle Rock Wealth Management, LLC Invesco S&P Smallcap Momentum Transaction History
Castle Rock Wealth Management, LLC
- $400 Million
- Q3 2024
A detailed history of Castle Rock Wealth Management, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 31,606 shares of XSMO stock, worth $2.1 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
31,606Holding current value
$2.1 Million% of portfolio
0.52%Shares
1 transactions
Others Institutions Holding XSMO
# of Institutions
176Shares Held
11.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.27MShares$84.5 Million0.04% of portfolio
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Envestnet Asset Management Inc1.23MShares$81.8 Million0.03% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.2MShares$79.7 Million0.19% of portfolio
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Mainstay Capital Management LLC701KShares$46.7 Million8.51% of portfolio
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Steward Partners Investment Advisory, LLC481KShares$32 Million0.3% of portfolio