Castleview Partners, LLC First Tr Morningstar Dividend Transaction History
Castleview Partners, LLC
- $144 Million
- Q3 2024
Shares
6 transactions
Others Institutions Holding FDL
# of Institutions
376Shares Held
62.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.89MShares$330 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.54MShares$274 Million0.02% of portfolio
-
International Assets Investment Management, LLC Orlando, FL5.45MShares$228 Million0.36% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.34MShares$97.9 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA2.27MShares$95.1 Million0.02% of portfolio