Kalos Management, Inc. Schwab Fundamental U S Large C Transaction History
Kalos Management, Inc.
- $0
- Q3 2023
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
770Shares Held
630MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA409MShares$10.9 Billion1.79% of portfolio
-
Captrust Financial Advisors Raleigh, NC17MShares$452 Million0.96% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$233 Million32.39% of portfolio
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Mc Adam, LLC8.75MShares$233 Million11.55% of portfolio
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Signature Estate & Investment Advisors LLC7.88MShares$209 Million4.59% of portfolio