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 |
|---|---|---|---|---|---|---|---|---|---|
| PACER FDS TR | US CASH COWS 100 | 351 | $208,792 | 4,016 | 0.00 | 4,016 | +Inf | 12-31-2023 | |
| ICICI BANK LIMITED | ADR | 352 | $208,409 | 8,742 | 0.00 | 0.00 | -188 | -2.11 | 12-31-2023 |
| SCHWAB CHARLES CORP | COM | 353 | $208,143 | 3,025 | 0.00 | 0.00 | 726 | 31.58 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 354 | $205,080 | 575 | 0.00 | 0.00 | 57 | 11.00 | 12-31-2023 |
