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
2.23MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA331KShares$15.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC256KShares$12.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY210KShares$9.99 Million0.0% of portfolio
-
Bickling Financial Services, Inc. Lexington, MA88.2KShares$4.2 Million2.15% of portfolio
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Susquehanna International Group, LLP Bala Cynwyd, PA85.7KShares$4.08 Million0.0% of portfolio