Castle Rock Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Castle Rock Wealth Management, LLC
- $345 Million
- Q1 2025
A detailed history of Castle Rock Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 193,327 shares of USFR stock, worth $9.75 Million. This represents 2.82% of its overall portfolio holdings.
Number of Shares
193,327
Previous 127,620
51.49%
Holding current value
$9.75 Million
Previous $6.42 Million
51.5%
% of portfolio
2.82%
Previous 1.71%
Shares
11 transactions
Others Institutions Holding USFR
# of Institutions
590Shares Held
220MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.2MShares$970 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$752 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$636 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$504 Million0.04% of portfolio