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

Castle Rock Wealth Management, LLC currently holds 8.5K shares with a market value of $5.8M. It started holding SPY on 2024-09-30. At its peak, it held 14.6K shares on 2024-09-30. Its highest holding value was $8.3M on 2024-09-30. At its lowest, it held 8.4K shares on 2025-09-30, with a value of $5.2M on 2025-03-31. In the recent 180 days, Castle Rock Wealth Management, LLC has increased its shares by 2. In the recent year, Castle Rock Wealth Management, LLC has decreased its shares by 1.3K.