Castleview Partners, LLC Reduced Holdings in Q3 2024

Castleview Partners, LLC

  • $144 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
-13
- 1.81%
$50.2 - $50.48 $653 - $656
704 $35K
GTO
Invesco Actively Managed ETF T

ETFs
-15
- 0.96%
$46.22 - $48.77 $693 - $732
1.55K $74K
AMH
American Homes 4 Rent

Real Estate
-35
- 4.2%
$34.87 - $41.14 $1.22K - $1.44K
798 $30K
XLC
Select Sector Spdr Tr Communic

ETFs
-10
- 3.07%
$82.16 - $90.4 $822 - $904
316 $28K
GS
Goldman Sachs Group Inc

Financial Services
-1
- 0.2%
$459.02 - $510.25 $459 - $510
494 $244K
ALGN
Align Technology Inc

Healthcare
-2
- 3.33%
$204.03 - $257.2 $408 - $514
58 $14K
SLV
I Shares Silver Trust

ETFs
-38
- 2.76%
$24.33 - $29.38 $925 - $1.12K
1.34K $38K
Ea Series Trust
-68.2K
- 98.65%
N/A
935 $0
HYLB
Xtrackers Usd High Yield Corp

ETFs
-13
- 1.68%
$35.26 - $36.92 $458 - $480
759 $28K
Bunge Global Sa
-8
- 1.57%
N/A
501 $0
BLOK
Amplify ETF Tr Trnsformational

ETFs
-2
- 0.12%
$31.4 - $40.35 $62.8 - $80.7
1.64K $61K
AXP
American Express CO

Financial Services
-1
- 0.13%
$225.92 - $271.17 $226 - $271
775 $210K
MO
Altria Group, Inc.

Consumer Defensive
-6
- 0.36%
$45.95 - $54.71 $276 - $328
1.67K $85K
AI
C3.Ai, Inc.

Technology
-25
- 3.23%
$21.12 - $30.58 $528 - $765
750 $18K
First Tr Exchng Traded Fd Vi
-2.15K
- 67.65%
N/A
1.03K $0
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-17
- 1.44%
$23.04 - $24.06 $392 - $409
1.17K $28K
SJNK
Spdr Bloomberg Short Term High

ETFs
-6
- 1.09%
$24.8 - $25.75 $149 - $155
544 $14K
Sila Realty Trust Inc
-2.79K
- 8.43%
N/A
30.3K $0
Peakstone Realty Trust
-1.16K
- 5.69%
N/A
19.2K $0
Kenvue Inc
-10
- 1.85%
N/A
530 $0
AOM
Ishares Tr Core Moderate Alloc

ETFs
-1
- 0.09%
$42.66 - $45.18 $42.7 - $45.2
1.06K $47K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-3
- 0.86%
$41.95 - $43.42 $126 - $130
347 $15K
Vaneck ETF Trust
-14.4K
- 46.92%
N/A
16.3K $0
ILMN
Illumina, Inc.

Healthcare
-1
- 1.01%
$105.28 - $135.9 $105 - $136
98 $12K
ZM
Zoom Video Communications, Inc.

Technology
-1
- 0.09%
$55.32 - $71.9 $55.3 - $71.9
1.17K $81K
Activity Summary
Buys All Purchases 251 New Holdings 42 Increased Positions 209 Sells All Sells 176 Reductions 176 Sold out 0 Options Calls 0 Puts 0
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