Caliber Wealth Management, LLC / Ks Vanguard Index Fds S&P 500 ETF Transaction History
Caliber Wealth Management, LLC / Ks
- $733 Billion
- Q1 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 30,702 shares of VOO stock, worth $15.6 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
30,702Holding current value
$15.6 Million% of portfolio
2.15%Shares
1 transactions
Others Institutions Holding VOO
# of Institutions
3,592Shares Held
464MCall Options Held
2.36MPut Options Held
2.12M-
Vanguard Group Inc Valley Forge, PA32.5MShares$16.5 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$13.4 Billion5.4% of portfolio
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Bank Of America Corp Charlotte, NC23.9MShares$12.2 Billion1.1% of portfolio
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Jpmorgan Chase & CO New York, NY23.6MShares$12 Billion1.04% of portfolio
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Raymond James & Associates St Petersburg, FL23.4MShares$11.9 Billion7.64% of portfolio