Castleview Partners, LLC Unified Ser Tr Absolute Core S Call Options Transaction History

Castleview Partners, LLC

$144 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding ABEQ

# of Institutions

21

Shares Held

2.14M

Call Options Held

0

Put Options Held

0

Tectonic Advisors LLC Plano, TX

686K
Shares

$22.3 Million
1.5% of portfolio
Beacon Pointe Advisors, LLC Newport Beach, CA

601K
Shares

$19.6 Million
0.23% of portfolio
St. James Investment Company, LLC

341K
Shares

$11.1 Million
1.89% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

130K
Shares

$4.23 Million
0.05% of portfolio
Envestnet Asset Management Inc

114K
Shares

$3.71 Million
0.0% of portfolio

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