Castle Rock Wealth Management, LLC First Tr Enhanced Traded Fd Iv Transaction History
Castle Rock Wealth Management, LLC
- $345 Million
- Q1 2025
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 69,514 shares of FTSM stock, worth $4.17 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
69,514
Previous 66,426
4.65%
Holding current value
$4.17 Million
Previous $3.97 Million
5.09%
% of portfolio
1.21%
Previous 1.06%
Shares
22 transactions
Others Institutions Holding FTSM
# of Institutions
467Shares Held
84.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.2MShares$733 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.86MShares$531 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA7.48MShares$448 Million0.1% of portfolio
-
Ubs Group Ag3.86MShares$231 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.59MShares$155 Million0.06% of portfolio