CWD : Institutional Ownership for Calibercos Inc.

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Get Institutions for :

Calibercos Inc. (CWD)

$ 0.00 (0.00%) as of 4:30 Tue 11/30

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Institutional Holders

Viewing Quarter :

Total Institutions:

Total Institutions:

Total shares held :

652,341

% of shares held :

3.16%

Changes In:

Chanes In:

New/increased positions vs

old/decreased positions :

Amount of shares held :

19,513

% of shares held change :

0.09%

Quarter Price vs. Current Price:

Quarter Price vs. Current Price:

Last Quarter's Starting Price :

N/A

Last Quarter's Ending Price :

N/A

Last Quarter's Average Price :

N/A

Change from last quarter's

avg. price to the last closing :

(%)

All Securities Held :		Positions	Shares	% Of Total Shares
	New Positions :	1	3,783	0.58%
	Increased Positions :	4	49,384	7.57%
	Unchanged Positions :	7	446,072	68.38%
	Decreased Positions :	3	-11,151	-1.71%
	Closed Positions :	2	-22,503	-3.45%
	Guru Positions :	0		0%

Charting Not Avaliable

Page 1 of 1

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Institution Name	Portfolio Position	New/Closed Position	Filing Date	Total Shares	Total Value	Change in Shares	File
MARINER WEALTH ADVISORS, LLC	2484	-	2024-06-30	340,153	$286,000	0
CAPITAL INSIGHT PARTNERS LLC	157	-	2024-06-30	69,489	$58,000	-11,148
Koshinski Asset Management Inc.	594	-	2024-06-30	57,906	$45,000	32,906
Fortitude Family Office LLC	195	-	2024-06-30	48,313	$41,000	0
RENAISSANCE TECHNOLOGIES LLC	3356	-	2024-06-30	28,800	$24,000	10,900
CITADEL ADVISORS LLC	5108	-	2024-06-30	28,302	$24,000	-2
1776 WEALTH LLC	143	-	2024-06-30	25,000	$21,000	0
ROYAL BANK OF CANADA	5530	-	2024-06-30	20,979	$18,000	0
VANGUARD GROUP INC	4374	-	2024-06-30	14,419	$12,000	4,300
BANK OF AMERICA CORP /DE/	5782	-	2024-06-30	10,927	$9,000	0
UBS Group AG	6911	*New	2024-06-30	3,783	$3,000	3,783
TOWER RESEARCH CAPITAL LLC	4951	-	2024-06-30	3,551	$3,000	1,278
Qube Research & Technologies Ltd	2861	-	2024-06-30	700	$1,000	0
Trajan Wealth LLC	168	*Closed	2024-06-30	0	$0	-22,057
PROEQUITIES INC.	5636	-	2024-06-30	0	$0	0
J P MORGAN CHASE & CO	5705	-	2024-06-30	19	$0	-1
WR Wealth Planners LLC	1133	*Closed	2024-06-30	0	$0	-446

17 Records found

Page 1 of 1

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