Castleview Partners, LLC

Q1 2018 vs. Q3 2023 13F Holdings

Period
Q1 2018
Q3 2023
Holdings as of
3/31/2018
9/30/2023
Value ($000)
$120,989
$108,221
Num holdings
116
671
Form type
13F-HR
13F-HR
Date filed
5/7/2018
10/26/2023
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q1 2018 Q3 2023 Diff Chg % Q1 2018 Q3 2023 Diff Chg %