Castleview Partners, LLC Vanguard Intl Eqty Ftse All Wo Transaction History

Castleview Partners, LLC

$144 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	SELL	$112.27 - $120.96 $1,234 - $1,330	-11 Reduced 32.35%	23 $2,000
Q4 2023 Feb 05, 2024	BUY	$99.44 - $115.1 $3,380 - $3,913	34 New	34 $3,000

Others Institutions Holding VSS

# of Institutions

636

Shares Held

46.9M

Call Options Held

100

Put Options Held

0

Empower Advisory Group, LLC Greenwood Village, CO

4.33M
Shares

$520 Million
1.85% of portfolio
Personal Capital Advisors Corp

3.68M
Shares

$442 Million
1.84% of portfolio
Morgan Stanley New York, NY

3.02M
Shares

$363 Million
0.03% of portfolio
Axiom Advisory, LLC San Diego, CA

2.85M
Shares

$342 Million
3.28% of portfolio
Natixis Advisors, L.P. Boston, MA

2.5M
Shares

$300 Million
0.61% of portfolio

About VANGUARD INTL EQTY FTSE ALL-WO

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