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
145Shares Held
4.05MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc554KShares$13.6 Million10.9% of portfolio
-
Callan Capital, LLC La Jolla, CA458KShares$11.3 Million2.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL221KShares$5.42 Million0.02% of portfolio
-
Systelligence, LLC201KShares$4.95 Million3.74% of portfolio
-
Sound Stewardship, LLC Overland Park, KS198KShares$4.87 Million7.83% of portfolio