Castleview Partners, LLC Innovator U.S. Equity Ultra Bu Transaction History
Castleview Partners, LLC
- $146 Million
- Q1 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 1,983 shares of UMAR stock, worth $67,362. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,983
Previous 1,983
-0.0%
Holding current value
$67,362
Previous $62,000
3.23%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding UMAR
# of Institutions
54Shares Held
3.33MCall Options Held
0Put Options Held
0-
Advance Capital Management, Inc. Southfield, MI1.13MShares$38.3 Million2.66% of portfolio
-
Brookstone Capital Management558KShares$19 Million0.37% of portfolio
-
Mgo One Seven LLC Beachwood, OH449KShares$15.2 Million0.78% of portfolio
-
Central Valley Advisors, LLC Sacramento, CA250KShares$8.5 Million4.22% of portfolio
-
Kfg Wealth Management, LLC Granger, IN90.5KShares$3.08 Million1.33% of portfolio