Castle Rock Wealth Management, LLC Invesco S&P Smallcap Momentum Transaction History
Castle Rock Wealth Management, LLC
- $400 Million
- Q3 2024
A detailed history of Castle Rock Wealth Management, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 31,606 shares of XSMO stock, worth $2.06 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
31,606Holding current value
$2.06 Million% of portfolio
0.52%Shares
1 transactions
Others Institutions Holding XSMO
# of Institutions
203Shares Held
14.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.79MShares$117 Million0.05% of portfolio
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Envestnet Asset Management Inc1.34MShares$87.4 Million0.03% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.05MShares$68.4 Million0.17% of portfolio
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Cetera Investment Advisers Schaumburg, IL1.03MShares$67.3 Million0.15% of portfolio
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Morgan Stanley New York, NY827KShares$53.9 Million0.0% of portfolio