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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: 11    2
Total shares held : 
563,256  
% of shares held : 
2.73%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  2  
Amount of shares held : 
-49,660  
% of shares held change : 
  -0.24%  
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 :
2
 2,424
 0.43%
 
Increased Positions :
1
 5
 0%
 
Unchanged Positions :
7
 435,889
 77.39%
 
Decreased Positions :
1
-52,089
-9.25%
 
Closed Positions :
0
0
0%
 
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 2325 - 2024-03-31 340,153 $340,000 0
   CAPITAL INSIGHT PARTNERS LLC 162 - 2024-03-31 80,637 $81,000 -33,374
   Fortitude Family Office LLC 156 - 2024-03-31 48,313 $48,000 0
   CITADEL ADVISORS LLC 5244 *New 2024-03-31 28,304 $28,000 28,304
   Koshinski Asset Management Inc. 575 *New 2024-03-31 25,000 $25,000 25,000
   1776 WEALTH LLC 133 - 2024-03-31 25,000 $25,000 0
   Trajan Wealth LLC 182 - 2024-03-31 22,057 $22,000 0
   ROYAL BANK OF CANADA 5277 - 2024-03-31 20,979 $21,000 0
   RENAISSANCE TECHNOLOGIES LLC 3592 *New 2024-03-31 17,900 $18,000 17,900
   BANK OF AMERICA CORP /DE/ 5771 - 2024-03-31 10,927 $11,000 -5
   VANGUARD GROUP INC 4420 *New 2024-03-31 10,119 $10,000 10,119
   TOWER RESEARCH CAPITAL LLC 5043 - 2024-03-31 2,273 $2,000 -138
   Qube Research & Technologies Ltd 3501 - 2024-03-31 700 $1,000 0
   J P MORGAN CHASE & CO 5479 - 2024-03-31 20 $0 7
   PROEQUITIES INC. 5059 - 2024-03-31 0 $0 0
   Tidemark LLC 688 *Closed 2024-03-31 0 $0 -744

  16 Records found
  1    
  Page 1 of 1
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