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36,616 Shares in Innovator Equity Defined Protection ETF – 1 Yr January $ZJAN Acquired by Caliber Wealth Management LLC KS
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AI Fusion Summary
Caliber Wealth Management LLC KS bought 36,616 shares of Innovator ETF ($1,002,000, 0.96% stake) increased Avantis ETF holdings 9.3% 565,860 shares. Advisory Services Network LLC added $114,000 Innovator ETF; EverSource Wealth Advisors grew Avantis ETF position 138.7% Q2.
#CALIBER_WELLTH_MANAGEMENT
#INNOVATOR_EQUITY_DEFINED_PROTECTION_ETF
#AVANTIS_US_EQUITY_ETF
#ADVISORY_SERVICES_NETWORK
#EVER_SOURCE_WEALTH_ADVISORS
#SEC_FILINGS
#ETF_STOCKS
#INVESTMENT_PORTFOLIO
22/04 11:24
defenseworld.net
4 Πηγές
36,616 Shares in Innovator Equity Defined Protection ETF – 1 Yr January $ZJAN Acquired by Caliber Wealth Management LLC KS
SEC FILING ARTICLES
POLITICS
COMPANIES
22/04 12:00
defenseworld.net
Caliber Wealth Management LLC KS Increases Stake in Avantis U.S. Equity ETF $AVUS
POLITICS
SEC FILING ARTICLES
COMPANIES
22/04 12:51
defenseworld.net
iShares 0-3 Month Treasury Bond ETF $SGOV Shares Acquired by Caliber Wealth Management LLC KS
COMPANIES
SEC FILING ARTICLES
POLITICS
EARTHQUAKE
22/04 12:51
defenseworld.net
Caterpillar Inc. $CAT Position Raised by Caliber Wealth Management LLC KS
COMPANIES
SEC FILING ARTICLES
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