Systelligence, LLC Schwab Fundamental U S Broad M Transaction History
Systelligence, LLC
- $486 Million
- Q2 2025
Shares
7 transactions
Others Institutions Holding FNDB
# of Institutions
166Shares Held
13.6MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.42MShares$34.6 Million7.01% of portfolio
-
Callan Capital, LLC La Jolla, CA1.34MShares$32.5 Million2.28% of portfolio
-
Alpha Core Capital LLC La Jolla, CA1.29MShares$31.5 Million1.22% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA702KShares$17.1 Million3.04% of portfolio
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High Tower Advisors, LLC Chicago, IL695KShares$16.9 Million0.02% of portfolio