Castle Rock Wealth Management, LLC Innovator U.S. Equity Ultra Bu Put Options Transaction History
Castle Rock Wealth Management, LLC
- $400 Million
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding UMAY
# of Institutions
48Shares Held
923KCall Options Held
0Put Options Held
0-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH102KShares$3.42 Million0.29% of portfolio
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Commonwealth Equity Services, LLC89KShares$2.97 Million0.0% of portfolio
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Kestra Advisory Services, LLC57.2KShares$1.91 Million0.01% of portfolio
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Kfg Wealth Management, LLC Granger, IN44.4KShares$1.48 Million0.43% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ41.4KShares$1.38 Million0.0% of portfolio