Caliber Wealth Management, LLC / Ks Ishares S&P 100 ETF Transaction History
Caliber Wealth Management, LLC / Ks
- $897 Billion
- Q3 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 1,641 shares of OEF stock, worth $436,555. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,641
Previous 1,441
13.88%
Holding current value
$436,555
Previous $439 Million
24.54%
% of portfolio
0.06%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding OEF
# of Institutions
1,090Shares Held
72.8MCall Options Held
32.4KPut Options Held
26.7K-
Envestnet Asset Management Inc10.7MShares$2.86 Billion0.88% of portfolio
-
Srs Capital Advisors, Inc. Denver, CO7.65MShares$2.03 Billion23.66% of portfolio
-
Bank Of America Corp Charlotte, NC6.83MShares$1.82 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$1.13 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY2.68MShares$713 Million0.05% of portfolio