Caliber Wealth Management, LLC Ishares Tr Fallen Angels Usd B Transaction History
Caliber Wealth Management, LLC
- $188 Million
- Q1 2024
A detailed history of Caliber Wealth Management, LLC transactions in Ishares Tr Fallen Angels Usd B stock. As of the latest transaction made, Caliber Wealth Management, LLC holds 148,506 shares of FALN stock, worth $3.92 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
148,506
Previous 64,711
129.49%
Holding current value
$3.92 Million
Previous $1.71 Million
133.49%
% of portfolio
2.12%
Previous 1.0%
Shares
13 transactions
Others Institutions Holding FALN
# of Institutions
305Shares Held
51.1MCall Options Held
1KPut Options Held
0-
Mather Group, Llc. Chicago, IL10.1MShares$267 Million3.16% of portfolio
-
Bank Of America Corp Charlotte, NC5.43MShares$143 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.62MShares$69 Million0.01% of portfolio
-
Envestnet Asset Management Inc2.16MShares$56.9 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.98MShares$52.3 Million0.02% of portfolio