Castle Rock Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Castle Rock Wealth Management, LLC
- $367 Million
- Q1 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 45,093 shares of UJUN stock, worth $1.44 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
45,093
Previous 45,543
0.99%
Holding current value
$1.44 Million
Previous $1.37 Million
2.12%
% of portfolio
0.38%
Previous 0.42%
Shares
10 transactions
Others Institutions Holding UJUN
# of Institutions
38Shares Held
1.14MCall Options Held
0Put Options Held
0-
Trek Financial, LLC Scottsdale, AZ315KShares$10.1 Million0.82% of portfolio
-
Berger Financial Group, Inc Plymouth, MN176KShares$5.63 Million0.52% of portfolio
-
Commonwealth Equity Services, LLC84.4KShares$2.7 Million0.0% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH59.1KShares$1.89 Million0.22% of portfolio
-
Brookstone Capital Management53KShares$1.7 Million0.03% of portfolio