Caliber Wealth Management, LLC Invesco S&P 500 Equal Weight E Transaction History

Caliber Wealth Management, LLC

$188 Million
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 10, 2023	BUY	$137.35 - $154.96 $18.7 Million - $21.1 Million	136,245 New	136,245 $19.7 Million

Others Institutions Holding RSP

# of Institutions

1,833

Shares Held

233M

Call Options Held

2.45M

Put Options Held

9.88M

Morgan Stanley New York, NY

27.2M
Shares

$4.81 Billion
0.36% of portfolio
Northwestern Mutual Wealth Management CO

22.3M
Shares

$3.95 Billion
3.57% of portfolio
Bank Of America Corp Charlotte, NC

19.1M
Shares

$3.38 Billion
0.29% of portfolio
Goldman Sachs Group Inc New York, NY

7.79M
Shares

$1.38 Billion
0.23% of portfolio
Invesco Ltd. Atlanta, GA

7.65M
Shares

$1.35 Billion
0.27% of portfolio

About INVESCO S&P 500 EQUAL WEIGHT E

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