Caliber Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Caliber Wealth Management, LLC
- $188 Million
- Q1 2024
Shares
3 transactions
Others Institutions Holding IJR
# of Institutions
2,807Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.47 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.76 Billion0.32% of portfolio
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Morgan Stanley New York, NY19.2MShares$2.25 Billion0.16% of portfolio
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Envestnet Asset Management Inc18.2MShares$2.13 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA17.2MShares$2.02 Billion0.46% of portfolio