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 |
|---|---|---|---|---|---|---|---|---|---|
| EA SERIES TRUST | STRIVE 1000 GRWT | 1051 | $21,772 | 641 | 0.00 | 641 | +Inf | 12-31-2023 | |
| STRYKER CORPORATION | COM | 1052 | $21,561 | 72 | 0.00 | 72 | +Inf | 12-31-2023 | |
| SHELL PLC | SPON ADS | 1053 | $21,517 | 327 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 1054 | $20,875 | 187 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
