Moss Adams Wealth Advisors LLC Schwab Fundamental U S Broad M Transaction History
Moss Adams Wealth Advisors LLC
- $946 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding FNDB
# of Institutions
151Shares Held
12.3MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$40.1 Million10.62% of portfolio
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Callan Capital, LLC La Jolla, CA1.35MShares$33.1 Million2.31% of portfolio
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High Tower Advisors, LLC Chicago, IL666KShares$16.3 Million0.02% of portfolio
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Sound Stewardship, LLC Overland Park, KS583KShares$14.2 Million8.05% of portfolio
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Cambridge Investment Research Advisors, Inc.576KShares$14.1 Million0.04% of portfolio