Caliber Wealth Management, LLC Ishares 0 5 Year Investment Gr Transaction History
Caliber Wealth Management, LLC
- $188 Million
- Q1 2024
Shares
3 transactions
Others Institutions Holding SLQD
# of Institutions
241Shares Held
24.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.22MShares$110 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.73MShares$86 Million0.02% of portfolio
-
Ubs Group Ag1.19MShares$59.3 Million0.01% of portfolio
-
Farmers & Merchants Investments Inc1.01MShares$50.4 Million1.6% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL969KShares$48.2 Million0.07% of portfolio