Calton & Associates, Inc. Invesco Exchange Traded Fd Tr Transaction History

Calton & Associates, Inc.

$250 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 05, 2021	SELL	$42.4 - $44.93 $247,955 - $262,750	-5,848 Closed	0 $0
Q2 2021 Aug 11, 2021	BUY	$43.12 - $45.39 $252,165 - $265,440	5,848 New	5,848 $258,000

Others Institutions Holding DJD

# of Institutions

66

Shares Held

2.44M

Call Options Held

0

Put Options Held

0

Cibc World Market Inc. Toronto, A6

586K
Shares

$30.7 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

521K
Shares

$27.3 Million
0.01% of portfolio
Barry Investment Advisors, LLC

306K
Shares

$16 Million
5.0% of portfolio
Morris Retirement Advisors, LLC Parsippany, NJ

232K
Shares

$12.2 Million
6.8% of portfolio
Bank Of America Corp Charlotte, NC

132K
Shares

$6.9 Million
0.0% of portfolio

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