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
2.06MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA320KShares$15.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC255KShares$12.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY200KShares$9.86 Million0.0% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA100KShares$4.94 Million0.0% of portfolio
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Bickling Financial Services, Inc. Lexington, MA88.2KShares$4.35 Million2.15% of portfolio