Castleview Partners, LLC MANAGED PORTFOLIO SERIES Transaction History

Castleview Partners, LLC

  • $126 Million
  • Q3 2025
Number of Shares
103,518
Previous 48,652 112.77%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
BUY
N/A
54,866 Added 112.77%
103,518 $0
Q2 2025

Jul 15, 2025
SELL
N/A
-970 Reduced 1.95%
48,652 $0
Q1 2025

Apr 21, 2025
BUY
N/A
49,622 New
49,622 $0
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