Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CALIBER WEALTH MANAGEMENT LLC | 04-25-2024 | 03-31-2024 | 60 | 188,036,737 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AIRBNB INC | COM CL A | 51 | $2,161,801 | 13,105 | 0.00 | 0.00 | 604 | 4.83 | 03-31-2024 |
| LULULEMON ATHLETICA INC | COM | 52 | $2,136,014 | 5,657 | 0.00 | 0.00 | 355 | 6.70 | 03-31-2024 |
| WASTE MGMT INC DEL | COM | 53 | $2,129,806 | 9,992 | 0.00 | 0.00 | 383 | 3.99 | 03-31-2024 |
| STRYKER CORPORATION | COM | 54 | $2,103,524 | 5,878 | 0.00 | 0.00 | 293 | 5.25 | 03-31-2024 |
