Castleview Partners, LLC Listed Fds Tr Trueshares Struc Transaction History
Castleview Partners, LLC
- $141 Million
- Q2 2024
A detailed history of Castleview Partners, LLC transactions in Listed Fds Tr Trueshares Struc stock. As of the latest transaction made, Castleview Partners, LLC holds 4,000 shares of JULZ stock, worth $155,560. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,000
Previous 4,000
-0.0%
Holding current value
$155,560
Previous $156,000
0.64%
% of portfolio
0.11%
Previous 0.11%
Shares
8 transactions
Others Institutions Holding JULZ
# of Institutions
17Shares Held
280KCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC108KShares$4.21 Million0.05% of portfolio
-
Valtinson Bruner Financial Planning LLC60.3KShares$2.35 Million1.26% of portfolio
-
Lloyd Advisory Services, Llc. Suwanee, GA39.5KShares$1.54 Million1.37% of portfolio
-
Weaver Consulting Group14.1KShares$548,8540.21% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12.9KShares$499,7360.0% of portfolio