Caliber Wealth Management, LLC / Ks First Tr Value Line Divid Inde Transaction History
Caliber Wealth Management, LLC / Ks
- $733 Billion
- Q1 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 156,766 shares of FVD stock, worth $6.92 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
156,766Holding current value
$6.92 Million% of portfolio
0.95%Shares
1 transactions
Others Institutions Holding FVD
# of Institutions
639Shares Held
142MCall Options Held
0Put Options Held
823-
Morgan Stanley New York, NY20MShares$882 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$779 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC6.68MShares$295 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.28MShares$277 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.26MShares$276 Million0.07% of portfolio