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
88Shares Held
1.96MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA334KShares$17.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC297KShares$15.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY219KShares$11.5 Million0.0% of portfolio
-
Bickling Financial Services, Inc. Lexington, MA88.2KShares$4.61 Million2.15% of portfolio
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Sfi Advisors, LLC Montclair, NJ74.4KShares$3.89 Million2.49% of portfolio