Castle Rock Wealth Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Castle Rock Wealth Management, LLC
- $375 Million
- Q4 2024
A detailed history of Castle Rock Wealth Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 91,026 shares of SGOV stock, worth $9.15 Million. This represents 2.43% of its overall portfolio holdings.
Number of Shares
91,026
Previous 99,846
8.83%
Holding current value
$9.15 Million
Previous $10.1 Million
9.2%
% of portfolio
2.43%
Previous 2.51%
Shares
8 transactions
Others Institutions Holding SGOV
# of Institutions
795Shares Held
113MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.23MShares$525 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$426 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC3.24MShares$325 Million0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX3.05MShares$306 Million0.65% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.14MShares$215 Million0.08% of portfolio