Bergan Kdv Wealth Management, LLC Axos Financial, Inc. Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Axos Financial, Inc. stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 661 shares of AX stock, worth $37,776. This represents 0.0% of its overall portfolio holdings.
Number of Shares
661
Previous 21,820
96.97%
Holding current value
$37,776
Previous $805,000
96.77%
% of portfolio
0.0%
Previous 0.08%
Shares
14 transactions
Others Institutions Holding AX
# of Institutions
336Shares Held
47.7MCall Options Held
663KPut Options Held
677K-
Black Rock Inc. New York, NY8.27MShares$472 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA5.87MShares$336 Million0.01% of portfolio
-
State Street Corp Boston, MA3.33MShares$190 Million0.01% of portfolio
-
Dimensional Fund Advisors LP Austin, TX2.69MShares$153 Million0.04% of portfolio
-
Davis Asset Management, L.P. Sausalito, CA1.5MShares$85.7 Million3.72% of portfolio
About Axos Financial, Inc.
- Ticker AX
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 59,970,800
- Market Cap $3.43B
- Description
- Axos Financial, Inc., together with its subsidiaries, provides consumer and business banking products in the United States. It operates through Banking Business and Securities Business segments. The company offers deposits products, including consumer and business checking, demand, savings, time deposit, money market, zero balance, and insured c...