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 |
|---|---|---|---|---|---|---|---|---|---|
| HP INC | COM | 551 | $90,661 | 3,013 | 0.00 | 0.00 | -3 | -0.10 | 12-31-2023 |
| PALO ALTO NETWORKS INC | COM | 552 | $90,233 | 306 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DOW INC | COM | 553 | $89,799 | 1,637 | 0.00 | 0.00 | 311 | 23.45 | 12-31-2023 |
| AUTOMATIC DATA PROCESSING IN | COM | 554 | $88,930 | 382 | 0.00 | 0.00 | 182 | 91.00 | 12-31-2023 |
