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

Castle Rock Wealth Management, LLC currently holds 1.9K shares with a market value of $204.8K. It started holding XLY on 2024-12-31. At its peak, it held 1.9K shares on 2026-03-31. Its highest holding value was $227.4K on 2025-12-31. At its lowest, it held 936 shares on 2025-06-30, with a value of $204.8K on 2026-03-31. In the recent 180 days, Castle Rock Wealth Management, LLC has increased its shares by 956. In the recent year, Castle Rock Wealth Management, LLC has increased its shares by 934.