Callan Capital, LLC Schwab Fundamental U S Broad M Call Options Transaction History
Callan Capital, LLC
- $1.2 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FNDB
# of Institutions
141Shares Held
3.87MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc549KShares$38.6 Million11.1% of portfolio
-
High Tower Advisors, LLC Chicago, IL218KShares$15.3 Million0.02% of portfolio
-
Systelligence, LLC198KShares$13.9 Million3.7% of portfolio
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Sound Stewardship, LLC Overland Park, KS196KShares$13.8 Million7.81% of portfolio
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Opes Wealth Management LLC Menlo Park, CA169KShares$11.9 Million2.33% of portfolio