Caliber Wealth Management, LLC Ishares 0 5 Year Investment Gr Transaction History
Caliber Wealth Management, LLC
- $188 Million
- Q1 2024
Shares
3 transactions
Others Institutions Holding SLQD
# of Institutions
245Shares Held
25.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.22MShares$110 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.73MShares$86.1 Million0.02% of portfolio
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Ubs Group Ag1.19MShares$59.4 Million0.01% of portfolio
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Farmers & Merchants Investments Inc1.01MShares$50.4 Million1.6% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL969KShares$48.3 Million0.07% of portfolio