Caliber Wealth Management, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History
Caliber Wealth Management, LLC
- $188 Million
- Q1 2024
Shares
5 transactions
Others Institutions Holding XSOE
# of Institutions
248Shares Held
35.3MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS3.35MShares$130 Million1.38% of portfolio
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Morgan Stanley New York, NY2.79MShares$108 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC2.1MShares$81.2 Million0.01% of portfolio
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Valmark Advisers, Inc.1.64MShares$63.4 Million0.8% of portfolio
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Lpl Financial LLC Fort Mill, SC1.53MShares$59.1 Million0.02% of portfolio