Caliber Wealth Management, LLC / Ks Ishares Morningstar Mid Cap Va Transaction History
Caliber Wealth Management, LLC / Ks
- $733 Billion
- Q1 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 25,602 shares of IMCV stock, worth $1.83 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
25,602Holding current value
$1.83 Million% of portfolio
0.26%Shares
1 transactions
Others Institutions Holding IMCV
# of Institutions
156Shares Held
5.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY806KShares$57.5 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY453KShares$32.3 Million0.33% of portfolio
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Orgel Wealth Management, LLC341KShares$24.3 Million0.69% of portfolio
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Raymond James Financial Inc St. Petersburg, FL299KShares$21.3 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$19.2 Million0.03% of portfolio