Castleview Partners, LLC Invesco Exchange Traded Fd Tr Transaction History
Castleview Partners, LLC
- $151 Million
- Q4 2024
A detailed history of Castleview Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Castleview Partners, LLC holds 3,185 shares of CVY stock, worth $83,319. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,185
Previous 3,156
0.92%
Holding current value
$83,319
Previous $79,000
1.27%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding CVY
# of Institutions
43Shares Held
731KCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY124KShares$3.24 Million0.0% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA110KShares$2.87 Million0.11% of portfolio
-
Commonwealth Equity Services, LLC90.6KShares$2.37 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.69.8KShares$1.83 Million0.01% of portfolio
-
Mgb Wealth Management, LLC Addison, TX66.5KShares$1.74 Million0.52% of portfolio