Bergan Kdv Wealth Management, LLC Wisdomtree Yield Enhanced U.S. Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
Shares
2 transactions
Others Institutions Holding AGGY
# of Institutions
163Shares Held
20.3MCall Options Held
2.4KPut Options Held
0-
Bank Of America Corp Charlotte, NC4.08MShares$177 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC1.16MShares$50.4 Million0.02% of portfolio
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Cwm, LLC1.13MShares$49.1 Million0.22% of portfolio
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Envestnet Asset Management Inc1.09MShares$47 Million0.02% of portfolio
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Mercer Global Advisors Inc Denver, CO991KShares$42.9 Million0.1% of portfolio