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 |
|---|---|---|---|---|---|---|---|---|---|
| MONOLITHIC PWR SYS INC | COM | 951 | $30,277 | 48 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | CORE S&P US GWT | 952 | $30,189 | 290 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FEDEX CORP | COM | 953 | $30,154 | 119 | 0.00 | 0.00 | 79 | 197.50 | 12-31-2023 |
| ISHARES SILVER TR | ISHARES | 954 | $29,991 | 1,377 | 0.00 | 0.00 | 1,219 | 771.52 | 12-31-2023 |
