Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CASTLEVIEW PARTNERS LLC | 02-05-2024 | 12-31-2023 | 863 | 142,752,623 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | 101 | $712,698 | 2,031 | 0.00 | 0.00 | 3 | 0.15 | 12-31-2023 |
| JPMORGAN CHASE & CO | COM | 102 | $700,777 | 4,120 | 0.00 | 0.00 | 1,895 | 85.17 | 12-31-2023 |
| SPDR SER TR | PRTFLO S&P500 GW | 103 | $697,759 | 10,725 | 0.00 | 0.00 | 10,718 | 153114.29 | 12-31-2023 |
| NEXTERA ENERGY INC | COM | 104 | $689,581 | 11,353 | 0.00 | 0.00 | 4,968 | 77.81 | 12-31-2023 |
