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 $37,921. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,205
Previous 1,265
4.74%
Holding current value
$37,921
Previous $39,000
5.13%
% of portfolio
0.02%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding UAPR
# of Institutions
74Shares Held
2.72MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC312KShares$9.82 Million0.1% of portfolio
-
Tradition Wealth Management, LLC296KShares$9.3 Million0.85% of portfolio
-
Commonwealth Equity Services, LLC279KShares$8.79 Million0.01% of portfolio
-
Kfg Wealth Management, LLC Granger, IN205KShares$6.44 Million1.64% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ145KShares$4.58 Million0.01% of portfolio