Castle Rock Wealth Management, LLC
Position in SEPW — AllianzIM U.S. Equity Buffer20 Sep ETF
CIK 1727605
WALNUT CREEK, CA
All Filings in SEPW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SEPW | $273,750 | 8,666 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 SEPW | $276,601 | 8,666 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 SEPW | $272,155 | 8,666 | Shares | Sole | 2025-10-16 | |
| No filing history on record for this holder in this stock. | ||||||