Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 13, 2022

SELL
N/A
-35,264 Closed
0 $0
Q1 2022

Apr 25, 2022

BUY
N/A
13,701 Added 63.54%
35,264 $1.33 Million
Q4 2021

Feb 02, 2022

BUY
N/A
21,563 New
21,563 $824,000
Q1 2020

May 18, 2020

SELL
N/A
-9,138 Closed
0 $0
Q4 2019

Feb 13, 2020

BUY
N/A
1,363 Added 17.53%
9,138 $284,000
Q3 2019

Nov 13, 2019

BUY
N/A
7,775 New
7,775 $231,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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.