Castleview Partners, LLC New Holdings in Q4 2024

Castleview Partners, LLC

  • $151 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTWO
Vanguard Russell 2000 ETF

ETFs
171
New
$87.42 - $98.06 $14.9K - $16.8K
171 $15K
UNFI
United Natural Foods Inc

Consumer Defensive
563
New
$19.1 - $29.62 $10.8K - $16.7K
563 $15K
IBND
Spdr Bloomberg International C

ETFs
506
New
$28.36 - $30.49 $14.4K - $15.4K
506 $14K
BWX
Spdr Bloomberg International T

ETFs
675
New
$21.39 - $23.3 $14.4K - $15.7K
675 $14K
BX
Blackstone Inc.

Financial Services
78
New
$148.45 - $199.05 $11.6K - $15.5K
78 $13K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
117
New
$119.34 - $127.78 $14K - $15K
117 $13K
SOFI
So Fi Technologies, Inc.

Financial Services
800
New
$7.63 - $16.88 $6.1K - $13.5K
800 $12K
CLF
Cleveland Cliffs Inc.

Basic Materials
1.3K
New
$9.24 - $13.94 $12K - $18.1K
1.3K $12K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
676
New
$17.93 - $18.8 $12.1K - $12.7K
676 $12K
WFC
Wells Fargo & Company

Financial Services
168
New
$54.98 - $77.35 $9.24K - $13K
168 $11K
AEHR
Aehr Test Systems

Technology
630
New
$10.78 - $16.98 $6.79K - $10.7K
630 $10K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
231
New
$47.11 - $50.8 $10.9K - $11.7K
231 $10K
CME
Cme Group Inc.

Financial Services
44
New
$221.17 - $246.02 $9.73K - $10.8K
44 $10K
SRAD
Sportradar Group Ag

Technology
610
New
$11.84 - $17.73 $7.22K - $10.8K
610 $10K
Graniteshares ETF Tr
183
New
N/A
183 $0
Texas Cap Tex Equity Index E
48.4K
New
N/A
48.4K $0
Texas Cap Tex Equity Index E
14.7K
New
N/A
14.7K $0
Ishares Bitcoin Trust ETF
305
New
N/A
305 $0
MOGA
Moog Inc Cla
79
New
N/A
79 $0
ILCG
Ishares Morningstar Growth ETF
283
New
N/A
283 $0
Blackrock Inc
1.06K
New
N/A
1.06K $0
Texas Cap Tex Equity Index E
29.5K
New
N/A
29.5K $0
Innovator Etfs Trust
4.18K
New
N/A
4.18K $0
Reddit Inc
260
New
N/A
260 $0
Six Flags Entertainment Corp
3.3K
New
N/A
3.3K $0
Fidelity Wise Origin Bitcoin
128
New
N/A
128 $0
Grayscale Bitcoin Mini Tr Et
8.24K
New
N/A
8.24K $0
GRND
Grindr Inc Com
600
New
N/A
600 $0
Grayscale Ethereum Mini Tr E
4.47K
New
N/A
4.47K $0
Spdr Ser Tr
3.22K
New
N/A
3.22K $0
Super Micro Computer Inc
2.62K
New
N/A
2.62K $0
Linde PLC
64
New
N/A
64 $0
Activity Summary
Buys All Purchases 289 New Holdings 83 Increased Positions 206 Sells All Sells 177 Reductions 177 Sold out 0 Options Calls 0 Puts 0
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