Castle Rock Wealth Management, LLC
Position in FRTY — Alger Mid Cap 40 ETF
CIK 1727605
WALNUT CREEK, CA
All Filings in FRTY
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FRTY | $2,454,635 | 126,008 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 FRTY | $2,592,715 | 123,146 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 FRTY | $2,683,939 | 119,899 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 FRTY | $2,251,479 | 117,173 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 FRTY | $2,225,041 | 139,720 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 FRTY | $3,031,064 | 162,089 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 FRTY | $2,493,921 | 145,690 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 FRTY | $1,690,230 | 105,212 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 FRTY | $1,619,263 | 102,033 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 FRTY | $1,352,960 | 100,368 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 FRTY | $1,189,979 | 98,175 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 FRTY | $1,263,314 | 96,999 | Shares | Sole | 2023-07-11 | |
| 2021-09-30 FRTY | $1,763,538 | 77,912 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 FRTY | $2,560,694 | 122,668 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||