Castleview Partners, LLC Unified Ser Tr Absolute Core S Call Options Transaction History
Castleview Partners, LLC
- $146 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding ABEQ
# of Institutions
14Shares Held
2.1MCall Options Held
0Put Options Held
0-
Tectonic Advisors LLC Plano, TX715KShares$22.1 Million1.68% of portfolio
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Beacon Pointe Advisors, LLC Newport Beach, CA630KShares$19.5 Million0.22% of portfolio
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St. James Investment Company, LLC340KShares$10.5 Million1.69% of portfolio
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Envestnet Asset Management Inc194KShares$6.03 Million0.0% of portfolio
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Mainstay Capital Management LLC73.7KShares$2.28 Million0.43% of portfolio