Castleview Partners, LLC Innovator U.S. Equity Ultra Bu Transaction History

Castleview Partners, LLC

$144 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 17, 2022	SELL	$28.62 - $29.45 $42,758 - $43,998	-1,494 Closed	0 $0
Q2 2021 Aug 17, 2021	BUY	$28.32 - $28.64 $42,310 - $42,788	1,494 New	1,494 $43,000

Others Institutions Holding UJUN

# of Institutions

50

Shares Held

2.08M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

584K
Shares

$19.9 Million
0.32% of portfolio
Berger Financial Group, Inc Plymouth, MN

276K
Shares

$9.41 Million
0.78% of portfolio
Kfg Wealth Management, LLC Granger, IN

210K
Shares

$7.18 Million
2.03% of portfolio
Trek Financial, LLC Scottsdale, AZ

163K
Shares

$5.58 Million
0.44% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

112K
Shares

$3.82 Million
0.32% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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