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 |
|---|---|---|---|---|---|---|---|---|---|
| ENERGY SVCS ACQUISITION CORP | COM | 1251 | $11,960 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DBX ETF TR | XTRACK HRVST CSI | 1252 | $11,955 | 500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | NATIONAL MUN ETF | 1253 | $11,925 | 110 | 0.00 | 110 | +Inf | 12-31-2023 | |
| SPDR SER TR | S&P1500MOMTILT | 1254 | $11,722 | 58 | 0.00 | 0.00 | 3 | 5.45 | 12-31-2023 |
