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 |
|---|---|---|---|---|---|---|---|---|---|
| TYLER TECHNOLOGIES INC | COM | 851 | $42,230 | 101 | 0.00 | 0.00 | -1 | -0.98 | 12-31-2023 |
| USCF ETF TR | SUMMERHAVEN K1 | 852 | $42,224 | 2,419 | 0.00 | 0.00 | -2 | -0.08 | 12-31-2023 |
| ISHARES TR | MODERT ALLOC ETF | 853 | $42,133 | 1,015 | 0.00 | 0.00 | 133 | 15.08 | 12-31-2023 |
| VANECK MERK GOLD TR | GOLD TRUST | 854 | $41,936 | 2,101 | 0.00 | 0.00 | -2 | -0.10 | 12-31-2023 |
