Castleview Partners, LLC Spdr Index Shs Fds Spdr Portfo Transaction History
Castleview Partners, LLC
- $112 Million
- Q2 2025
A detailed history of Castleview Partners, LLC transactions in Spdr Index Shs Fds Spdr Portfo stock. As of the latest transaction made, Castleview Partners, LLC holds 6,931 shares of SPEU stock, worth $337,262. This represents 0.3% of its overall portfolio holdings.
Number of Shares
6,931
Previous 7,360
5.83%
Holding current value
$337,262
Previous $323,000
3.72%
% of portfolio
0.3%
Previous 0.29%
Shares
13 transactions
Others Institutions Holding SPEU
# of Institutions
123Shares Held
7.46MCall Options Held
9.5KPut Options Held
0-
Morgan Stanley New York, NY938KShares$45.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC840KShares$40.9 Million0.02% of portfolio
-
Cwm, LLC817KShares$39.7 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA560KShares$27.3 Million0.1% of portfolio
-
Envestnet Asset Management Inc406KShares$19.7 Million0.01% of portfolio