Castle Rock Wealth Management, LLC
Position in PTLC — Pacer Trendpilot US Large Cap ETF
CIK 1727605
WALNUT CREEK, CA
All Filings in PTLC
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 PTLC | $207,813 | 3,739 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 PTLC | $283,437 | 5,176 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 PTLC | $220,602 | 4,346 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 PTLC | $223,601 | 4,346 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 PTLC | $239,571 | 4,483 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 PTLC | $321,133 | 6,111 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 PTLC | $304,083 | 6,111 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 PTLC | $291,616 | 6,111 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 PTLC | $264,422 | 6,111 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 PTLC | $244,755 | 6,125 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 PTLC | $252,962 | 6,125 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 PTLC | $233,178 | 6,125 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 PTLC | $239,973 | 6,401 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 PTLC | $240,233 | 6,379 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 PTLC | $239,595 | 6,379 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 PTLC | $248,148 | 6,389 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 PTLC | $265,399 | 6,389 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 PTLC | $240,566 | 6,376 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 PTLC | $239,737 | 6,376 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 PTLC | $223,412 | 6,431 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||