Caliber Wealth Management, LLC / Ks Invesco Exchange Traded Fd Tr Transaction History
Caliber Wealth Management, LLC / Ks
- $897 Billion
- Q3 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 11,585 shares of XLG stock, worth $679,460. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,585
Previous 5,186
123.39%
Holding current value
$679,460
Previous $270 Million
146.64%
% of portfolio
0.07%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding XLG
# of Institutions
632Shares Held
103MCall Options Held
59.1KPut Options Held
4.2K-
Lpl Financial LLC Fort Mill, SC10.7MShares$627 Million0.19% of portfolio
-
Morgan Stanley New York, NY6.83MShares$401 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$249 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY3.79MShares$222 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.76MShares$221 Million0.04% of portfolio