Kellett Schaffner Wealth Advisors LLC Strategy Shs Transaction History
Kellett Schaffner Wealth Advisors LLC
- $107 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding HNDL
# of Institutions
122Shares Held
4.19MCall Options Held
22KPut Options Held
1.4K-
Lpl Financial LLC Fort Mill, SC818KShares$17.7 Million0.01% of portfolio
-
Kades & Cheifetz LLC Berwyn, PA459KShares$9.95 Million5.85% of portfolio
-
Cambridge Investment Research Advisors, Inc.370KShares$8.01 Million0.03% of portfolio
-
Berger Financial Group, Inc Plymouth, MN223KShares$4.83 Million0.42% of portfolio
-
International Assets Investment Management, LLC Orlando, FL164KShares$3.56 Million0.02% of portfolio