Allianzim U.s. Large Cap Buffer20 Nov Etf shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of Allianzim U.s. Large Cap Buffer20 Nov Etf (NVBW) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock Wealth Management investment in Allianzim U.s. Large Cap Buffer20 Nov Etf
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Quarterly reported holdings in Allianzim U.s. Large Cap Buffer20 Nov Etf by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 42k | 33.31 |
| 2025-06-30 | $1.3M | 42k | 32.51 |
| 2025-03-31 | $1.3M | 42k | 30.62 |
| 2024-12-31 | $1.3M | 42k | 31.52 |
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