Calton & Associates, Inc. Invesco Actively Mngd ETF Tr S Transaction History
Calton & Associates, Inc.
- $250 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding PHDG
# of Institutions
51Shares Held
2.19MCall Options Held
0Put Options Held
0-
First Premier Bank352KShares$13.5 Million3.35% of portfolio
-
Asset Allocation Strategies LLC Farmington, MI314KShares$12.1 Million3.41% of portfolio
-
Strategic Wealth Advisors Group, LLC Sacramento, CA212KShares$8.14 Million0.31% of portfolio
-
January Capital Advisors LLC116KShares$4.47 Million3.38% of portfolio
-
Philip James Wealth Mangement, LLC Milton, GA112KShares$4.3 Million0.52% of portfolio