Calton & Associates, Inc. Invesco Exc Self Ind Tr Transaction History
Calton & Associates, Inc.
- $211 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding BSCU
# of Institutions
210Shares Held
66.4MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.63MShares$109 Million1.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.81MShares$62.6 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.56MShares$58.5 Million0.0% of portfolio
-
Tru Wealth Advisors, LLC3.4MShares$55.8 Million3.61% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH3.07MShares$50.4 Million0.78% of portfolio