Castleview Partners, LLC Simplify ETF Simplify Volatili Transaction History
Castleview Partners, LLC
- $144 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding SVOL
# of Institutions
83Shares Held
5.04MCall Options Held
15.7KPut Options Held
163K-
Legacy Wealth Managment, Llc/Id Boise, ID483KShares$10.5 Million7.47% of portfolio
-
Legacy Investment Solutions, LLC Meridian, ID483KShares$10.5 Million7.47% of portfolio
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Peak Financial Advisors LLC480KShares$10.4 Million6.63% of portfolio
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Commonwealth Equity Services, LLC350KShares$7.6 Million0.01% of portfolio
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Cumberland Partners LTD Toronto, A6323KShares$7.01 Million0.53% of portfolio