Castle Rock Wealth Management, LLC Zacks Tr Earnings Constant Por Transaction History
Castle Rock Wealth Management, LLC
- $400 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding ZECP
# of Institutions
35Shares Held
4.29MCall Options Held
0Put Options Held
0-
Menard Financial Group LLC Houston, TX1.13MShares$35.2 Million23.88% of portfolio
-
Advisory Services Network, LLC741KShares$23 Million0.47% of portfolio
-
Kowal Investment Group, LLC Waukesha, WI488KShares$15.2 Million2.8% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA277KShares$8.61 Million0.22% of portfolio
-
Arete Wealth Advisors, LLC Chicago, IL259KShares$8.05 Million0.68% of portfolio