Castleview Partners, LLC Listed Fds Tr Trueshares Struc Transaction History
Castleview Partners, LLC
- $151 Million
- Q4 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 0.1% of its overall portfolio holdings.
Number of Shares
4,000
Previous 4,000
-0.0%
Holding current value
$155,560
Previous $155,000
-0.0%
% of portfolio
0.1%
Previous 0.11%
Shares
8 transactions
Others Institutions Holding JULZ
# of Institutions
35Shares Held
626KCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC206KShares$8 Million0.08% of portfolio
-
Mid American Wealth Advisory Group, Inc. Kansas City, MO108KShares$4.2 Million2.33% of portfolio
-
Valtinson Bruner Financial Planning LLC59.5KShares$2.31 Million0.96% of portfolio
-
Lloyd Advisory Services, Llc. Suwanee, GA37.8KShares$1.47 Million1.34% of portfolio
-
B.O.S.S. Retirement Advisors, LLC Lehi, UT20.6KShares$801,4840.24% of portfolio