Caliber Wealth Management, LLC / Ks Ishares Tr Transaction History
Caliber Wealth Management, LLC / Ks
- $897 Billion
- Q3 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Tr stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 2,290 shares of MBB stock, worth $217,710. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,290
Previous 2,655
13.75%
Holding current value
$217,710
Previous $249 Million
12.6%
% of portfolio
0.02%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding MBB
# of Institutions
1,082Shares Held
396MCall Options Held
130KPut Options Held
272K-
Bank Of America Corp Charlotte, NC71.9MShares$6.84 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY51.7MShares$4.91 Billion0.32% of portfolio
-
Envestnet Asset Management Inc27.5MShares$2.61 Billion0.81% of portfolio
-
Lpl Financial LLC Fort Mill, SC26.8MShares$2.55 Billion0.8% of portfolio
-
Tiaa Trust, National Association Charlotte, NC25.4MShares$2.41 Billion5.93% of portfolio