Castleview Partners, LLC Invesco Exchange Traded Fd Tr Transaction History
Castleview Partners, LLC
- $144 Million
- Q3 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 3,156 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
Others Institutions Holding CVY
# of Institutions
41Shares Held
722KCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY124KShares$3.34 Million0.0% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA110KShares$2.96 Million0.11% of portfolio
-
Commonwealth Equity Services, LLC90.6KShares$2.45 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.69.8KShares$1.89 Million0.01% of portfolio
-
Mgb Wealth Management, LLC Addison, TX58KShares$1.57 Million0.55% of portfolio