Castle Rock Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Castle Rock Wealth Management, LLC
- $409 Million
- Q3 2025
A detailed history of Castle Rock Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 4,699 shares of SPDW stock, worth $205,628. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,699Holding current value
$205,628% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,192Shares Held
607MCall Options Held
5.2KPut Options Held
13K-
Creative Planning Overland Park, KS113MShares$4.93 Billion3.74% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA58.5MShares$2.56 Billion4.79% of portfolio
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Lpl Financial LLC Fort Mill, SC34.1MShares$1.49 Billion0.46% of portfolio
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Allworth Financial LP29.7MShares$1.3 Billion5.78% of portfolio
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Auto Owners Insurance CO Lansing, MI15.2MShares$666 Million17.06% of portfolio