Certified Advisory Corp First Tr Exchange Trded Fd Vi Transaction History

Certified Advisory Corp

$882 Million
Q3 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

57

Shares Held

3.28M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

715K
Shares

$12 Million
0.01% of portfolio
Wagner Wealth Management, LLC Greenville, SC

582K
Shares

$9.74 Million
3.6% of portfolio
Envestnet Asset Management Inc

226K
Shares

$3.79 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

211K
Shares

$3.53 Million
0.0% of portfolio
Hobart Private Capital, LLC Charlotte, NC

158K
Shares

$2.64 Million
0.71% of portfolio

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