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

Calton & Associates, Inc.

$250 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 07, 2019	SELL	$31.2 - $31.73 $202,831 - $206,276	-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

18

Shares Held

685K

Call Options Held

0

Put Options Held

0

Cetera Investment Advisers Schaumburg, IL

234K
Shares

$7.49 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

120K
Shares

$3.84 Million
0.0% of portfolio
Morgan Stanley New York, NY

61.2K
Shares

$1.96 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

47.4K
Shares

$1.52 Million
0.0% of portfolio
Flow Traders U.S. LLC New York, NY

38.8K
Shares

$1.24 Million
0.06% of portfolio

About VICTORY PORTFOLIOS II SHS DEV

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