Castle Rock Wealth Management, LLC's ownership history for XLE

Castle Rock Wealth Management, LLC currently holds 56.8K shares with a market value of $3.4M. It started holding XLE on 2024-09-30. At its peak, it held 56.8K shares on 2026-03-31. Its highest holding value was $3.4M on 2026-03-31. At its lowest, it held 23.6K shares on 2025-06-30, with a value of $2.0M on 2025-06-30. In the recent 180 days, Castle Rock Wealth Management, LLC has increased its shares by 31.5K. In the recent year, Castle Rock Wealth Management, LLC has increased its shares by 30.6K.