A detailed history of Castle Rock Wealth Management, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 11,052 shares of CALF stock, worth $474,020. This represents 0.15% of its overall portfolio holdings.

Number of Shares
11,052
Previous 8,419 31.27%
Holding current value
$474,020
Previous $404,000 34.41%
% of portfolio
0.15%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$45.67 - $49.16 $120,249 - $129,438
2,633 Added 31.27%
11,052 $543,000
Q4 2023

Jan 08, 2024

BUY
$39.26 - $48.89 $330,529 - $411,604
8,419 New
8,419 $404,000

Others Institutions Holding CALF

About PACER FDS TR PACER US SMALL CA


  • Ticker CALF
  • Sector ETFs
  • Industry ETFs
More about CALF
Track This Portfolio

Track Castle Rock Wealth Management, LLC Portfolio

Follow Castle Rock Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Castle Rock Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Castle Rock Wealth Management, LLC with notifications on news.