Castleview Partners, LLC Pacer Fds Tr Wealthshield ETF Transaction History
Castleview Partners, LLC
- $111 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding PWS
# of Institutions
21Shares Held
310KCall Options Held
0Put Options Held
0-
Org Partners LLC Roanoke, IN44.4KShares$1.37 Million0.4% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA42KShares$1.29 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A635.5KShares$1.09 Million0.0% of portfolio
-
Imprint Wealth LLC Mount Pleasant, SC30.5KShares$939,5310.22% of portfolio
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Concurrent Investment Advisors, LLC Tampa, FL30.4KShares$936,0230.02% of portfolio