Caliber Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History
Caliber Wealth Management, LLC
- $188 Million
- Q1 2024
Shares
5 transactions
Others Institutions Holding IUSB
# of Institutions
695Shares Held
680MCall Options Held
800Put Options Held
900-
Envestnet Asset Management Inc159MShares$7.24 Billion2.48% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.73 Billion0.06% of portfolio
-
Jones Financial Companies Lllp53.9MShares$2.46 Billion2.61% of portfolio
-
Wells Fargo & Company San Francisco, CA40MShares$1.82 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$1.79 Billion0.85% of portfolio