CWMK
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Caliber Wealth Management (Kansas)’s Fiserv FI Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.79M Buy
10,363
+750
+8% +$129K 0.19% 103
2025
Q1 		$2.12M Buy
+9,613
New +$2.12M 0.29% 88