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

Castleview Partners, LLC

$146 Million
Q1 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

38

Shares Held

1.14M

Call Options Held

0

Put Options Held

0

Trek Financial, LLC Scottsdale, AZ

315K
Shares

$10.2 Million
0.82% of portfolio
Berger Financial Group, Inc Plymouth, MN

176K
Shares

$5.68 Million
0.52% of portfolio
Commonwealth Equity Services, LLC

84.4K
Shares

$2.73 Million
0.0% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

59.1K
Shares

$1.91 Million
0.22% of portfolio
Brookstone Capital Management

53K
Shares

$1.71 Million
0.03% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UJUN
Sector ETFs
Industry ETFs

More about UJUN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Castleview Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Castleview Partners, LLC with notifications on news.