Castleview Partners, LLC Shp ETF Tr Neos Enhanced Incom Transaction History
Castleview Partners, LLC
- $151 Million
- Q4 2024
Shares
5 transactions
Others Institutions Holding CSHI
# of Institutions
80Shares Held
5.44MCall Options Held
0Put Options Held
0-
Richard P Slaughter Associates Inc738KShares$00.0% of portfolio
-
Napa Wealth Management Napa, CA546KShares$011.75% of portfolio
-
Gradient Investments LLC529KShares$00.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO445KShares$00.0% of portfolio
-
Retirement Planning Group404KShares$00.0% of portfolio