Kellett Schaffner Wealth Advisors LLC Strategy Shs Transaction History

Kellett Schaffner Wealth Advisors LLC

$144 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 25, 2022	SELL	N/A	-13,150 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	N/A	13,150 New	13,150 $341,000

Others Institutions Holding HNDL

# of Institutions

126

Shares Held

4.32M

Call Options Held

12.2K

Put Options Held

100

Lpl Financial LLC Fort Mill, SC

804K
Shares

$17.1 Million
0.01% of portfolio
Kades & Cheifetz LLC Berwyn, PA

431K
Shares

$9.19 Million
5.86% of portfolio
Cambridge Investment Research Advisors, Inc.

359K
Shares

$7.65 Million
0.03% of portfolio
Berger Financial Group, Inc Plymouth, MN

302K
Shares

$6.43 Million
0.61% of portfolio
Cetera Investment Advisers Schaumburg, IL

185K
Shares

$3.93 Million
0.01% of portfolio

About STRATEGY SHS

Ticker HNDL
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