Calton & Associates, Inc. Ft Tr ETF Viii Ft Cboe Vest Us Transaction History

Calton & Associates, Inc.

$250 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 25, 2021	SELL	$30.56 - $32.38 $438,688 - $464,814	-14,355 Closed	0 $0
Q1 2020 Apr 30, 2020	BUY	$26.06 - $30.33 $374,091 - $435,387	14,355 New	14,355 $395,000

Others Institutions Holding DFEB

# of Institutions

98

Shares Held

4.79M

Call Options Held

0

Put Options Held

0

American Portfolios Advisors Holbrook, NY

1.64M
Shares

$68.6 Million
2.27% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

378K
Shares

$15.8 Million
0.04% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

192K
Shares

$8.02 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

191K
Shares

$8 Million
0.01% of portfolio
Envestnet Asset Management Inc

166K
Shares

$6.93 Million
0.0% of portfolio

About FT TR ETF VIII FT CBOE VEST US

Ticker DFEB
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