Castleview Partners, LLC Simplify ETF Simplify Volatili Transaction History
Castleview Partners, LLC
- $151 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding SVOL
# of Institutions
99Shares Held
6.35MCall Options Held
11.5KPut Options Held
105K-
Ae Wealth Management LLC850KShares$16 Million0.17% of portfolio
-
Peak Financial Advisors LLC487KShares$9.18 Million6.48% of portfolio
-
Beacon Capital Management, LLC415KShares$7.82 Million1.38% of portfolio
-
Cumberland Partners LTD Toronto, A6335KShares$6.32 Million0.52% of portfolio
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Legacy Wealth Managment, Llc/Id Boise, ID335KShares$6.31 Million4.99% of portfolio