Caliber Wealth Management, LLC First Tr Exchange Traded Fd Ii Transaction History
Caliber Wealth Management, LLC
- $188 Million
- Q1 2024
Shares
3 transactions
Others Institutions Holding FPXI
# of Institutions
89Shares Held
1.97MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC358KShares$22.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA271KShares$16.8 Million0.0% of portfolio
-
Morgan Stanley New York, NY207KShares$12.8 Million0.0% of portfolio
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Bickling Financial Services, Inc. Lexington, MA88.2KShares$5.47 Million2.15% of portfolio
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Sfi Advisors, LLC Montclair, NJ72.2KShares$4.48 Million2.96% of portfolio