Caliber Wealth Management, LLC / Ks Ishares Msci Usa Min Vol Facto Transaction History
Caliber Wealth Management, LLC / Ks
- $733 Billion
- Q1 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 52,221 shares of USMV stock, worth $4.79 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
52,221Holding current value
$4.79 Million% of portfolio
0.67%Shares
1 transactions
Others Institutions Holding USMV
# of Institutions
1,445Shares Held
205MCall Options Held
12.5KPut Options Held
47.4K-
Morgan Stanley New York, NY17.5MShares$1.61 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC14.1MShares$1.29 Billion0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.1MShares$1.2 Billion0.48% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$941 Million0.58% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.62MShares$608 Million1.27% of portfolio