Callan Capital, LLC Schwab Fundamental U S Broad M Call Options Transaction History
Callan Capital, LLC
- $1.35 Billion
- Q1 2025
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
166Shares Held
12.1MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.42MShares$34.6 Million7.01% of portfolio
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Opes Wealth Management LLC Menlo Park, CA702KShares$17.1 Million3.04% of portfolio
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Cambridge Investment Research Advisors, Inc.686KShares$16.7 Million0.05% of portfolio
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High Tower Advisors, LLC Chicago, IL673KShares$16.4 Million0.02% of portfolio
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Sound Stewardship, LLC Overland Park, KS617KShares$15 Million7.63% of portfolio