Castleview Partners, LLC Innovator U.S. Equity Ultra Bu Transaction History
Castleview Partners, LLC
- $151 Million
- Q4 2024
A detailed history of Castleview Partners, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Castleview Partners, LLC holds 1,205 shares of UAPR stock, worth $37,451. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,205
Previous 1,265
4.74%
Holding current value
$37,451
Previous $39,000
5.13%
% of portfolio
0.02%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding UAPR
# of Institutions
82Shares Held
3.37MCall Options Held
0Put Options Held
0-
Tradition Wealth Management, LLC285KShares$8.87 Million0.83% of portfolio
-
Commonwealth Equity Services, LLC253KShares$7.87 Million0.01% of portfolio
-
Ae Wealth Management LLC226KShares$7.02 Million0.07% of portfolio
-
Kfg Wealth Management, LLC Granger, IN205KShares$6.36 Million1.64% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH203KShares$6.31 Million0.51% of portfolio