Castle Rock Wealth Management, LLC Innovator U.S. Equity Ultra Bu Put Options Transaction History
Castle Rock Wealth Management, LLC
- $386 Million
- Q2 2025
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
51Shares Held
880KCall Options Held
0Put Options Held
0-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH131KShares$4.62 Million0.35% of portfolio
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Kestra Advisory Services, LLC57.1KShares$2.01 Million0.01% of portfolio
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Central Valley Advisors, LLC Sacramento, CA55.6KShares$1.96 Million0.66% of portfolio
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Kfg Wealth Management, LLC Granger, IN39.1KShares$1.38 Million0.31% of portfolio
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Envestnet Asset Management Inc36KShares$1.27 Million0.0% of portfolio