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Global X Fds shares owned by Castle Rock Wealth Management

Quarter-by-quarter ownership of Global X Fds (CLIP) shares owned by Castle Rock Wealth Management from 13F filings

Historical chart of Castle Rock Wealth Management investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds 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 Global X Fds by Castle Rock Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $930k 9.3k 100.25
2024-09-30 $1.0M 10k 100.16

More positions owned by Castle Rock Wealth Management

Coca-Cola Company (KO)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Ishares Tr TRS FLT RT BD (TFLO)
Amazon (AMZN)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Meta Platforms Cl A (META)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Castle Rock Wealth Management

Top funds holding Global X Fds

Sei Investments
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Global X Japan
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Accurate Wealth Management
Peterson Wealth Advisors
3EDGE Asset Management
Curtis Advisory Group
Mirae Asset Global Etfs Holdings
Alaethes Wealth
Perennial Investment Advisors
Orion Portfolio Solutions
Wealth Enhancement Advisory Services
WealthPlan Investment Management

View all funds holding Global X Fds