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

Castleview Partners, LLC

$151 Million
Q4 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

49

Shares Held

1.43M

Call Options Held

0

Put Options Held

0

Berger Financial Group, Inc Plymouth, MN

214K
Shares

$7.4 Million
0.59% of portfolio
Kfg Wealth Management, LLC Granger, IN

173K
Shares

$6 Million
1.52% of portfolio
Trek Financial, LLC Scottsdale, AZ

162K
Shares

$5.61 Million
0.44% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

123K
Shares

$4.25 Million
0.34% of portfolio
Commonwealth Equity Services, LLC

84.5K
Shares

$2.92 Million
0.0% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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