Castle Rock Wealth Management, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Castle Rock Wealth Management, LLC
- $409 Million
- Q3 2025
A detailed history of Castle Rock Wealth Management, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 8,592 shares of BUFR stock, worth $288,777. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,592
Previous 8,592
-0.0%
Holding current value
$288,777
Previous $273,000
5.13%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding BUFR
# of Institutions
488Shares Held
197MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42MShares$1.41 Billion0.44% of portfolio
-
Cetera Investment Advisers Schaumburg, IL12.2MShares$410 Million0.51% of portfolio
-
Commonwealth Equity Services, LLC11.4MShares$384 Million0.49% of portfolio
-
Envestnet Asset Management Inc8.27MShares$278 Million0.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ7.58MShares$255 Million0.38% of portfolio