Caliber Wealth Management, LLC / Ks Ishares Msci Usa Quality Facto Transaction History
Caliber Wealth Management, LLC / Ks
- $897 Billion
- Q3 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 8,516 shares of QUAL stock, worth $1.66 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
8,516
Previous 8,318
2.38%
Holding current value
$1.66 Million
Previous $1.52 Billion
8.92%
% of portfolio
0.18%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding QUAL
# of Institutions
1,686Shares Held
232MCall Options Held
22.4KPut Options Held
17.4K-
Envestnet Asset Management Inc26.1MShares$5.07 Billion1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$3.6 Billion1.13% of portfolio
-
Morgan Stanley New York, NY9.58MShares$1.86 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.14MShares$1.39 Billion0.1% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA6.76MShares$1.31 Billion0.81% of portfolio