Castleview Partners, LLC VALUED ADVISERS TR Transaction History

Castleview Partners, LLC

  • $126 Million
  • Q3 2025
Number of Shares
1,068,540
Previous 873,603 22.31%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
BUY
N/A
194,937 Added 22.31%
1,068,540 $0
Q2 2025

Jul 15, 2025
BUY
N/A
14,648 Added 1.71%
873,603 $0
Q1 2025

Apr 21, 2025
BUY
N/A
37,630 Added 4.58%
858,955 $0
Q4 2024

Jan 21, 2025
SELL
N/A
-9,285 Reduced 1.12%
821,325 $0
Q3 2024

Oct 21, 2024
BUY
N/A
42,733 Added 5.42%
830,610 $0
Q2 2024

Jul 31, 2024
SELL
N/A
-90,058 Reduced 10.26%
787,877 $0
Q1 2024

May 09, 2024
BUY
N/A
877,935 New
877,935 $0
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