CWMK
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Caliber Wealth Management (Kansas)’s Broadridge BR Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$361K Buy
1,487
+5
+0.3% +$1.22K 0.04% 214
2025
Q1 		$359K Buy
+1,482
New +$359K 0.05% 185