Castleview Partners, LLC Innovator U.S. Equity Ultra Bu Transaction History
Castleview Partners, LLC
- $144 Million
- Q3 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 1,066 shares of UMAR stock, worth $37,949. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,066
Previous 1,983
46.24%
Holding current value
$37,949
Previous $69,000
46.38%
% of portfolio
0.03%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding UMAR
# of Institutions
59Shares Held
2.04MCall Options Held
0Put Options Held
0-
Advance Capital Management, Inc. Southfield, MI487KShares$17.3 Million1.01% of portfolio
-
Mgo One Seven LLC Beachwood, OH279KShares$9.93 Million0.43% of portfolio
-
Brookstone Capital Management130KShares$4.62 Million0.08% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH97.7KShares$3.48 Million0.05% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH96.7KShares$3.44 Million0.29% of portfolio