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
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All positions including Global X Fds held by Castle Rock Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Global X Fds by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 22k | 100.10 |
| 2025-06-30 | $2.0M | 20k | 100.30 |
| 2025-03-31 | $1.5M | 15k | 100.07 |
| 2024-12-31 | $930k | 9.3k | 100.25 |
| 2024-09-30 | $1.0M | 10k | 100.16 |
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