Castle Rock Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Castle Rock Wealth Management, LLC
- $400 Million
- Q3 2024
A detailed history of Castle Rock Wealth Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 48,209 shares of UDEC stock, worth $1.71 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
48,209
Previous 51,330
6.08%
Holding current value
$1.71 Million
Previous $1.76 Million
4.15%
% of portfolio
0.42%
Previous 0.45%
Shares
11 transactions
Others Institutions Holding UDEC
# of Institutions
55Shares Held
1.36MCall Options Held
0Put Options Held
0-
Brookstone Capital Management108KShares$3.84 Million0.06% of portfolio
-
Mgo One Seven LLC Beachwood, OH98.9KShares$3.5 Million0.15% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH96.6KShares$3.42 Million0.29% of portfolio
-
Milestone Asset Management, LLC Pittsburgh, PA96.1KShares$3.4 Million0.75% of portfolio
-
Commonwealth Equity Services, LLC93.7KShares$3.32 Million0.0% of portfolio