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Calumet shares owned by Financial Advisory Service

Quarter-by-quarter ownership of Calumet (CLMT) shares owned by Financial Advisory Service from 13F filings

Historical chart of Financial Advisory Service investment in Calumet

Tip: Access up to 7 years of quarterly data

All positions including Calumet held by Financial Advisory Service consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Calumet by Financial Advisory Service

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 68k 17.82

More positions owned by Financial Advisory Service

J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Morningstar Grwt (ILCG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Tr Eafe Grwth Etf (EFG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Pgim Etf Tr Total Return Bon (PTRB)
NVIDIA Corporation (NVDA)

View all positions for Financial Advisory Service

Top funds holding Calumet

Adams Asset Advisors
Creative Planning
Financial Advisory Service
Commonwealth Equity Services
Driehaus Capital Management
Founders Financial Alliance
Valeo Financial Advisors
A.R. Schmeidler & Co
Gimbal Financial
J.w. Cole Advisors
CWM Advisors
Massey, Quick & Co
Caldwell Sutter Capital
Sapient Capital
Thomas P. McIntyre

View all funds holding Calumet