Kellett Schaffner Wealth Advisors LLC Fidelity Covington Tr Msci Con Transaction History
Kellett Schaffner Wealth Advisors LLC
- $144 Million
- Q1 2024
Shares
3 transactions
Others Institutions Holding FDIS
# of Institutions
195Shares Held
6.42MCall Options Held
2.5KPut Options Held
200-
Charles Schwab Investment Management Inc San Francisco, CA1.26MShares$104 Million0.02% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.23MShares$102 Million0.6% of portfolio
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Ae Wealth Management LLC206KShares$17.1 Million0.21% of portfolio
-
Monumental Financial Group Inc.184KShares$15.2 Million8.39% of portfolio
-
Commonwealth Equity Services, LLC179KShares$14.8 Million0.02% of portfolio