Calton & Associates, Inc. Victory Portfolios Ii Shs Dev Transaction History

Calton & Associates, Inc.

$204 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 07, 2019	SELL	N/A	-6,501 Closed	0 $0
Q2 2019 Jul 09, 2019	SELL	N/A	-353 Reduced 5.15%	6,501 $208,000
Q1 2019 Apr 25, 2019	BUY	N/A	6,854 New	6,854 $217,000

Others Institutions Holding CIZ

# of Institutions

22

Shares Held

1.03M

Call Options Held

0

Put Options Held

0

Cetera Investment Advisers Schaumburg, IL

233K
Shares

$7.14 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

116K
Shares

$3.56 Million
0.0% of portfolio
Mather Group, Llc. Chicago, IL

93.8K
Shares

$2.87 Million
0.04% of portfolio
Flow Traders U.S. LLC New York, NY

87.7K
Shares

$2.68 Million
0.15% of portfolio
Jane Street Group, LLC New York, NY

78.5K
Shares

$2.4 Million
0.0% of portfolio

About VICTORY PORTFOLIOS II SHS DEV

Ticker CIZ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Calton & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Calton & Associates, Inc. with notifications on news.