Caliber Wealth Management, LLC Ishares Core Dividend Growth E Transaction History
Caliber Wealth Management, LLC
- $188 Million
- Q1 2024
Shares
3 transactions
Others Institutions Holding DGRO
# of Institutions
1,099Shares Held
268MCall Options Held
306KPut Options Held
156K-
Morgan Stanley New York, NY19MShares$1.21 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.12 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$852 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$731 Million0.24% of portfolio
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Wealthfront Advisers LLC10.2MShares$650 Million1.99% of portfolio