Caliber Wealth Management, LLC / Ks ISHARES TR Transaction History

Caliber Wealth Management, LLC / Ks

  • $930 Billion
  • Q2 2025
Number of Shares
8,074
Previous 7,974 1.25%
Holding current value
$209 Million
Previous $204 Million 2.63%
% of portfolio
0.02%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
N/A
100 Added 1.25%
8,074 $209 Million
Q1 2025

May 06, 2025
BUY
N/A
7,974 New
7,974 $204 Million
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