A detailed history of Castleview Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Castleview Partners, LLC holds 3,156 shares of CVY stock, worth $85,275. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,156
Previous 3,127 0.93%
Holding current value
$85,275
Previous $81,000 1.23%
% of portfolio
0.06%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$24.57 - $26.46 $712 - $767
29 Added 0.93%
3,156 $82,000
Q2 2024

Jul 31, 2024

BUY
$24.48 - $25.93 $979 - $1,037
40 Added 1.3%
3,127 $78,000
Q1 2024

May 09, 2024

BUY
$22.92 - $25.72 $618 - $694
27 Added 0.88%
3,087 $79,000
Q4 2023

Feb 05, 2024

BUY
$21.02 - $23.96 $64,321 - $73,317
3,060 New
3,060 $72,000

Others Institutions Holding CVY

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker CVY
  • Sector ETFs
  • Industry ETFs
More about CVY
Track This Portfolio

Track Castleview Partners, LLC Portfolio

Follow Castleview Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Castleview Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Castleview Partners, LLC with notifications on news.