Castleview Partners, LLC Invesco Exchange Traded Fd Tr Transaction History
Castleview Partners, LLC
- $146 Million
- Q1 2024
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 3,087 shares of CVY stock, worth $77,082. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,087
Previous 3,060
0.88%
Holding current value
$77,082
Previous $72,000
9.72%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding CVY
# of Institutions
42Shares Held
706KCall Options Held
0Put Options Held
0-
Hbk Sorce Advisory LLC Erie, PA107KShares$2.68 Million0.1% of portfolio
-
Morgan Stanley New York, NY93.8KShares$2.34 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC91.5KShares$2.28 Million0.0% of portfolio
-
Mgb Wealth Management, LLC Addison, TX59.3KShares$1.48 Million0.62% of portfolio
-
Cambridge Investment Research Advisors, Inc.54.9KShares$1.37 Million0.01% of portfolio