Calton & Associates, Inc. Invesco Actively Mngd ETF Tr S Transaction History
Calton & Associates, Inc.
- $211 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding PHDG
# of Institutions
51Shares Held
2.25MCall Options Held
0Put Options Held
0-
First Premier Bank349KShares$13.4 Million3.31% of portfolio
-
Asset Allocation Strategies LLC Farmington, MI314KShares$12 Million3.41% of portfolio
-
Strategic Wealth Advisors Group, LLC Sacramento, CA212KShares$8.13 Million0.31% of portfolio
-
January Capital Advisors LLC116KShares$4.47 Million3.38% of portfolio
-
Patten Group, Inc.116KShares$4.46 Million0.98% of portfolio