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

Castle Rock Wealth Management, LLC currently holds 3.0K shares with a market value of $236.4K. It started holding XLP on 2024-09-30. At its peak, it held 3.0K shares on 2024-09-30. Its highest holding value was $247.5K on 2025-03-31. At its lowest, it held 3.0K shares on 2025-06-30, with a value of $236.4K on 2025-09-30. In the recent 180 days, Castle Rock Wealth Management, LLC has decreased its shares by 1. In the recent year, Castle Rock Wealth Management, LLC has decreased its shares by 3.