Kelly Financial Services LLC Schwab Fundamental Intl Small Transaction History
Kelly Financial Services LLC
- $258 Million
- Q3 2024
Shares
5 transactions
Others Institutions Holding FNDC
# of Institutions
240Shares Held
59.4MCall Options Held
1KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA49.2MShares$1.78 Billion0.37% of portfolio
-
Victory Capital Management Inc1MShares$36.2 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK609KShares$22 Million0.85% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO529KShares$19.1 Million0.94% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN455KShares$16.5 Million3.31% of portfolio