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

Castle Rock Wealth Management, LLC currently holds 10.2K shares with a market value of $574.1K. It started holding JEPI on 2024-09-30. At its peak, it held 17.6K shares on 2024-09-30. Its highest holding value was $1.0M on 2024-09-30. At its lowest, it held 8.9K shares on 2025-12-31, with a value of $519.1K on 2025-12-31. In the recent 180 days, Castle Rock Wealth Management, LLC has decreased its shares by 2.3K. In the recent year, Castle Rock Wealth Management, LLC has decreased its shares by 4.1K.