Castleview Partners, LLC Listed Fds Tr Trueshares Struc Transaction History
Castleview Partners, LLC
- $144 Million
- Q3 2024
A detailed history of Castleview Partners, LLC transactions in Listed Fds Tr Trueshares Struc stock. As of the latest transaction made, Castleview Partners, LLC holds 4,000 shares of JULZ stock, worth $155,560. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,000
Previous 4,000
-0.0%
Holding current value
$155,560
Previous $155,000
-0.0%
% of portfolio
0.11%
Previous 0.1%
Shares
8 transactions
Others Institutions Holding JULZ
# of Institutions
21Shares Held
448KCall Options Held
0Put Options Held
0-
Mid American Wealth Advisory Group, Inc. Kansas City, MO113KShares$4.39 Million3.0% of portfolio
-
Ae Wealth Management LLC108KShares$4.21 Million0.05% of portfolio
-
Valtinson Bruner Financial Planning LLC60.3KShares$2.35 Million1.26% of portfolio
-
Lloyd Advisory Services, Llc. Suwanee, GA39.8KShares$1.55 Million1.4% of portfolio
-
Wealth Enhancement Advisory Services, LLC25.2KShares$981,5830.0% of portfolio