Caliber Wealth Management, LLC Wisdomtree Tr Us Quality Divid Transaction History
Caliber Wealth Management, LLC
- $188 Million
- Q1 2024
Shares
5 transactions
Others Institutions Holding DGRW
# of Institutions
663Shares Held
130MCall Options Held
6.1KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA18.7MShares$1.54 Billion0.97% of portfolio
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Bank Of America Corp Charlotte, NC11.5MShares$947 Million0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC10.4MShares$853 Million0.41% of portfolio
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Morgan Stanley New York, NY8.11MShares$667 Million0.05% of portfolio
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Hamilton Capital, LLC Columbus, OH7.1MShares$584 Million42.11% of portfolio