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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | EAFE VALUE ETF | 1451 | $5,992 | 115 | 0.00 | 115 | +Inf | 12-31-2023 | |
| BIOGEN INC | COM | 1452 | $5,952 | 23 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | RUS 1000 ETF | 1453 | $5,832 | 22 | 0.00 | 22 | +Inf | 12-31-2023 | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 1454 | $5,810 | 76 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
