Calton & Associates, Inc. Invesco Et Self Idxd Fd Tr Def Transaction History
Calton & Associates, Inc.
- $204 Million
- Q1 2024
A detailed history of Calton & Associates, Inc. transactions in Invesco Et Self Idxd Fd Tr Def stock. As of the latest transaction made, Calton & Associates, Inc. holds 2,842 shares of DEF stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,842
Previous 3,220
11.74%
Holding current value
$0
Previous $233,000
100.0%
% of portfolio
0.0%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding DEF
# of Institutions
72Shares Held
1.55MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC261KShares$00.0% of portfolio
-
Bergan Kdv Wealth Management, LLC154KShares$01.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO150KShares$00.03% of portfolio
-
Envestnet Asset Management Inc144KShares$00.0% of portfolio
-
Creative Planning Overland Park, KS93.7KShares$00.0% of portfolio