Castle Rock Wealth Management, LLC Global X Variable Rate Preferr Transaction History
Castle Rock Wealth Management, LLC
- $388 Million
- Q2 2024
A detailed history of Castle Rock Wealth Management, LLC transactions in Global X Variable Rate Preferr stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 49,525 shares of PFFV stock, worth $1.18 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
49,525
Previous 34,174
44.92%
Holding current value
$1.18 Million
Previous $809,000
44.75%
% of portfolio
0.3%
Previous 0.22%
Shares
6 transactions
Others Institutions Holding PFFV
# of Institutions
67Shares Held
3.55MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.18MShares$28.1 Million0.0% of portfolio
-
Janney Montgomery Scott LLC391KShares$9.31 Million0.03% of portfolio
-
Bedel Financial Consulting, Inc.242KShares$5.75 Million0.83% of portfolio
-
Leslie Global Wealth, LLC Itasca, IL189KShares$4.51 Million2.62% of portfolio
-
Investment Partners Asset Management, Inc. Metuchen, NJ145KShares$3.45 Million3.06% of portfolio