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Alger 35 Etf shares owned by Castle Rock Wealth Management

Quarter-by-quarter ownership of Alger 35 Etf (ATFV) shares owned by Castle Rock Wealth Management from 13F filings

Historical chart of Castle Rock Wealth Management investment in Alger 35 Etf

Tip: Access up to 7 years of quarterly data

All positions including Alger 35 Etf held by Castle Rock Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Alger 35 Etf by Castle Rock Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 81k 16.64
2023-09-30 $1.2M 83k 14.28
2023-06-30 $2.9M 184k 15.61
2021-09-30 $1.9M 83k 23.24
2021-06-30 $2.5M 118k 21.46

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Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Microsoft Corporation (MSFT)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Castle Rock Wealth Management

Top funds holding Alger 35 Etf

Fred Alger Management
Castle Rock Wealth Management
UBS Group

View all funds holding Alger 35 Etf