Castle Rock Wealth Management, LLC First Tr Enhanced Traded Fd Iv Transaction History
Castle Rock Wealth Management, LLC
- $375 Million
- Q4 2024
A detailed history of Castle Rock Wealth Management, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 66,426 shares of FTSM stock, worth $3.99 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
66,426
Previous 60,985
8.92%
Holding current value
$3.99 Million
Previous $3.65 Million
8.74%
% of portfolio
1.06%
Previous 0.91%
Shares
21 transactions
Others Institutions Holding FTSM
# of Institutions
462Shares Held
83.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.2MShares$734 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.86MShares$532 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA7.48MShares$449 Million0.1% of portfolio
-
Ubs Group Ag3.86MShares$232 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.59MShares$156 Million0.06% of portfolio