Calton & Associates, Inc. Invesco Index Fd Tr Bulletshar Transaction History

Calton & Associates, Inc.

$250 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 19, 2023	BUY	$17.62 - $18.51 $184,129 - $193,429	10,450 New	10,450 $191,000
Q2 2022 Jul 12, 2022	BUY	$17.81 - $19.47 $196,070 - $214,345	11,009 New	11,009 $199,000

Others Institutions Holding BSCT

# of Institutions

179

Shares Held

44.9M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

4.27M
Shares

$78.5 Million
0.01% of portfolio
Clearstead Advisors, LLC Cleveland, OH

2.57M
Shares

$47.2 Million
0.81% of portfolio
Raymond James & Associates St Petersburg, FL

2.55M
Shares

$46.9 Million
0.03% of portfolio
Wilbanks Smith & Thomas Asset Management LLC

2.41M
Shares

$44.4 Million
1.25% of portfolio
Wells Fargo & Company San Francisco, CA

1.87M
Shares

$34.4 Million
0.01% of portfolio

About INVESCO INDEX FD TR BULLETSHAR

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