Kalos Management, Inc. Schwab Fundamental U S Broad M Transaction History
Kalos Management, Inc.
- $0
- Q3 2023
Shares
1 transactions
Others Institutions Holding FNDB
# of Institutions
140Shares Held
3.93MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc554KShares$13 Million10.9% of portfolio
-
Callan Capital, LLC La Jolla, CA459KShares$10.7 Million2.48% of portfolio
-
High Tower Advisors, LLC Chicago, IL218KShares$5.1 Million0.02% of portfolio
-
Sound Stewardship, LLC Overland Park, KS198KShares$4.64 Million7.83% of portfolio
-
Systelligence, LLC198KShares$4.64 Million3.7% of portfolio