Caliber Wealth Management, LLC / Ks Ishares Trishares 0 3 Mnth Tre Transaction History
Caliber Wealth Management, LLC / Ks
- $897 Billion
- Q3 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 36,382 shares of SGOV stock, worth $3.66 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
36,382
Previous 43,416
16.2%
Holding current value
$3.66 Million
Previous $4.37 Billion
16.19%
% of portfolio
0.41%
Previous 0.47%
Shares
3 transactions
Others Institutions Holding SGOV
# of Institutions
1,068Shares Held
180MCall Options Held
110KPut Options Held
9.8K-
Bank Of America Corp Charlotte, NC9.88MShares$994 Million0.07% of portfolio
-
Potomac Fund Management Inc /Adv Miami, FL9.35MShares$940 Million39.88% of portfolio
-
Morgan Stanley New York, NY8.25MShares$830 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.9MShares$794 Million0.25% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.62MShares$263 Million0.09% of portfolio