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 $6.87 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
156,766Holding current value
$6.87 Million% of portfolio
0.95%Shares
1 transactions
Others Institutions Holding FVD
# of Institutions
630Shares Held
143MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$922 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$774 Million0.32% of portfolio
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Bank Of America Corp Charlotte, NC7.35MShares$322 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL6.7MShares$293 Million0.11% of portfolio
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Wells Fargo & Company San Francisco, CA6.66MShares$292 Million0.07% of portfolio