Bergan Kdv Wealth Management, LLC Ishares Tr Core Growth Allocat Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
Shares
2 transactions
Others Institutions Holding AOR
# of Institutions
365Shares Held
14.4MCall Options Held
4KPut Options Held
0-
Black Rock Inc. New York, NY1.62MShares$94.2 Million0.0% of portfolio
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Jpmorgan Chase & CO New York, NY687KShares$40 Million0.0% of portfolio
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Mesirow Financial Investment Management, Inc.601KShares$35 Million0.72% of portfolio
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Bank Of America Corp Charlotte, NC578KShares$33.7 Million0.0% of portfolio
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Aspiriant, LLC444KShares$25.9 Million1.01% of portfolio