Castle Rock Wealth Management, LLC Global X Fds S&P 500 Covered C Transaction History
Castle Rock Wealth Management, LLC
- $367 Million
- Q1 2024
A detailed history of Castle Rock Wealth Management, LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 46,003 shares of XYLD stock, worth $1.87 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
46,003
Previous 35,385
30.01%
Holding current value
$1.87 Million
Previous $1.4 Million
34.48%
% of portfolio
0.51%
Previous 0.43%
Shares
15 transactions
Others Institutions Holding XYLD
# of Institutions
225Shares Held
26.9MCall Options Held
2.64MPut Options Held
32.1K-
Nissay Asset Management Corp Tokyo, M04.52MShares$184 Million1.29% of portfolio
-
Morgan Stanley New York, NY3.62MShares$147 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.74MShares$111 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC1.96MShares$79.6 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL974KShares$39.7 Million0.06% of portfolio