Castleview Partners, LLC First Tr ETF Viii Cboe Vest Us Transaction History
Castleview Partners, LLC
- $144 Million
- Q3 2024
A detailed history of Castleview Partners, LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Castleview Partners, LLC holds 1,548 shares of DSEP stock, worth $63,452. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,548
Previous 1,548
-0.0%
Holding current value
$63,452
Previous $61,000
-0.0%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding DSEP
# of Institutions
78Shares Held
2.11MCall Options Held
0Put Options Held
0-
Spectrum Asset Management, Inc.172KShares$7.04 Million2.9% of portfolio
-
Envestnet Asset Management Inc172KShares$7.03 Million0.0% of portfolio
-
Kestra Advisory Services, LLC161KShares$6.62 Million0.04% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ104KShares$4.27 Million0.01% of portfolio
-
Cwm, LLC100KShares$4.11 Million0.02% of portfolio