Certified Advisory Corp First Tr Exchange Trded Fd Vi Transaction History

Certified Advisory Corp

$778 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 12, 2019	SELL	$16.93 - $17.41 $5,028 - $5,170	-297 Closed	0 $0
Q2 2019 Aug 07, 2019	BUY	N/A	297 New	297 $5,000

Others Institutions Holding FID

# of Institutions

59

Shares Held

3.2M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

627K
Shares

$11.1 Million
0.01% of portfolio
Wagner Wealth Management, LLC Greenville, SC

546K
Shares

$9.65 Million
3.34% of portfolio
Envestnet Asset Management Inc

251K
Shares

$4.45 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

211K
Shares

$3.74 Million
0.0% of portfolio
Hobart Private Capital, LLC Charlotte, NC

140K
Shares

$2.47 Million
0.62% of portfolio

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