Calton & Associates, Inc. American Centy ETF Tr Focused Transaction History

Calton & Associates, Inc.

$250 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 11, 2021	SELL	$58.09 - $61.92 $232,069 - $247,370	-3,995 Closed	0 $0
Q1 2021 May 03, 2021	BUY	$53.42 - $58.38 $213,412 - $233,228	3,995 New	3,995 $232,000

Others Institutions Holding FLV

# of Institutions

29

Shares Held

2.82M

Call Options Held

0

Put Options Held

0

American Century Companies Inc Kansas City, MO

1.04M
Shares

$73.3 Million
0.04% of portfolio
Envestnet Asset Management Inc

622K
Shares

$44 Million
0.01% of portfolio
Creative Planning Overland Park, KS

578K
Shares

$40.9 Million
0.04% of portfolio
Ubs Group Ag

91.6K
Shares

$6.48 Million
0.0% of portfolio
Mml Investors Services, LLC Springfield, MA

71.7K
Shares

$5.07 Million
0.02% of portfolio

About AMERICAN CENTY ETF TR FOCUSED

Ticker FLV
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