Castleview Partners, LLC Innovator U.S. Equity Ultra Bu Transaction History

Castleview Partners, LLC

  • $151 Million
  • Q4 2024

A detailed history of Castleview Partners, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Castleview Partners, LLC holds 1,066 shares of UMAR stock, worth $38,098. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,066
Previous 1,066 -0.0%
Holding current value
$38,098
Previous $38,000 -0.0%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$32.83 - $34.88 $30,105 - $31,984
-917 Reduced 46.24%
1,066 $37,000
Q4 2023

Feb 05, 2024
BUY
$29.16 - $31.6 $57,824 - $62,662
1,983 New
1,983 $62,000

Others Institutions Holding UMAR

# of Institutions
61
Shares Held
1.46M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

UMAR Quotes by TradingView
  • Ticker UMAR
  • Sector ETFs
  • Industry ETFs
More about UMAR
Track This Portfolio

Track Castleview Partners, LLC Portfolio

Follow Castleview Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Castleview Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Castleview Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email