Castle Rock Wealth Management, LLC
Holdings in UTG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $665,792 | 18,201 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $722,906 | 18,246 | Shares | Sole | 2025-10-16 |
| 2025-06-30 | $533,148 | 14,736 | Shares | Sole | 2025-07-23 |