Castle Rock Wealth Management, LLC Alerian Energy Infrastructure Transaction History

Castle Rock Wealth Management, LLC

  • $400 Million
  • Q3 2024

A detailed history of Castle Rock Wealth Management, LLC transactions in Alerian Energy Infrastructure stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 56,868 shares of ENFR stock, worth $1.67 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
56,868
Previous 40,830 39.28%
Holding current value
$1.67 Million
Previous $1.08 Million 48.25%
% of portfolio
0.4%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
$26.22 - $28.65 $420,516 - $459,488
16,038 Added 39.28%
56,868 $1.61 Million
Q2 2024

Jul 12, 2024
BUY
$24.49 - $26.57 $999,926 - $1.08 Million
40,830 New
40,830 $1.08 Million

Others Institutions Holding ENFR

# of Institutions
69
Shares Held
2.38M
Call Options Held
0
Put Options Held
0
View Full List

About ALERIAN ENERGY INFRASTRUCTURE

ENFR Quotes by TradingView
  • Ticker ENFR
  • Sector ETFs
  • Industry ETFs
More about ENFR
Track This Portfolio

Track Castle Rock Wealth Management, LLC Portfolio

Follow Castle Rock Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Castle Rock Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Castle Rock Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email