Caliber Wealth Management, LLC / Ks Ishares Tr Transaction History
Caliber Wealth Management, LLC / Ks
- $733 Billion
- Q1 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Tr stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 2,984 shares of MBB stock, worth $279,869. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,984Holding current value
$279,869% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding MBB
# of Institutions
1,027Shares Held
361MCall Options Held
180KPut Options Held
30.3K-
Bank Of America Corp Charlotte, NC76MShares$7.13 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY51.7MShares$4.85 Billion0.39% of portfolio
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Envestnet Asset Management Inc26.6MShares$2.5 Billion0.83% of portfolio
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Lpl Financial LLC Fort Mill, SC24.3MShares$2.28 Billion0.92% of portfolio
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Ken Fisher Fisher Asset Management, LLC | Camas, Wa19.7MShares$1.85 Billion0.73% of portfolio