Resolute Advisors LLC Schwab Fundamental U S Broad M Transaction History
Resolute Advisors LLC
- $346 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding FNDB
# of Institutions
164Shares Held
12.3MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.42MShares$35 Million7.01% of portfolio
-
Callan Capital, LLC La Jolla, CA1.34MShares$32.9 Million2.28% of portfolio
-
High Tower Advisors, LLC Chicago, IL673KShares$16.6 Million0.02% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA635KShares$15.6 Million3.01% of portfolio
-
Sound Stewardship, LLC Overland Park, KS617KShares$15.2 Million7.63% of portfolio