Castleview Partners, LLC Innovator U.S. Equity Ultra Bu Transaction History
Castleview Partners, LLC
- $151 Million
- Q4 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 $38,663. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,066
Previous 1,066
-0.0%
Holding current value
$38,663
Previous $38,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding UMAR
# of Institutions
58Shares Held
1.46MCall Options Held
0Put Options Held
0-
Mgo One Seven LLC Beachwood, OH279KShares$10.1 Million0.43% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH109KShares$3.95 Million0.32% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH97.7KShares$3.54 Million0.05% of portfolio
-
Brookstone Capital Management78.4KShares$2.84 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC75.3KShares$2.73 Million0.0% of portfolio