Calton & Associates, Inc. First Trust Us Equity Opportun Transaction History
Calton & Associates, Inc.
- $250 Million
- Q3 2024
A detailed history of Calton & Associates, Inc. transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Calton & Associates, Inc. holds 7,777 shares of FPX stock, worth $959,137. This represents 0.34% of its overall portfolio holdings.
Number of Shares
7,777
Previous 16,513
52.9%
Holding current value
$959,137
Previous $1.82 Million
52.94%
% of portfolio
0.34%
Previous 0.31%
Shares
25 transactions
Others Institutions Holding FPX
# of Institutions
175Shares Held
3.13MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY558KShares$68.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC292KShares$36 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA261KShares$32.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC129KShares$15.9 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL102KShares$12.6 Million0.03% of portfolio