Castleview Partners, LLC's ownership history for SMA


Castleview Partners, LLC currently holds 9.6K shares with a market value of $290.4K. It started holding SMA on 2025-09-30. At its peak, it held 14.7K shares on 2025-09-30. Its highest holding value was $554.4K on 2025-09-30. At its lowest, it held 9.6K shares on 2026-03-31, with a value of $290.4K on 2026-03-31. In the recent 180 days, Castleview Partners, LLC has decreased its shares by 5.1K.


Castleview Partners, LLC's ownership history for SMA