Bergan Kdv Wealth Management, LLC Invesco ETF Tr Ii Taxable Mun Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Invesco ETF Tr Ii Taxable Mun stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 1,656 shares of BAB stock, worth $45,755. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,656
Previous 4,531
63.45%
Holding current value
$45,755
Previous $121,000
64.46%
% of portfolio
0.0%
Previous 0.01%
Shares
20 transactions
Others Institutions Holding BAB
# of Institutions
213Shares Held
25.4MCall Options Held
24.2KPut Options Held
18.3K-
Bank Of America Corp Charlotte, NC1.53MShares$42.3 Million0.0% of portfolio
-
State Of Wisconsin Investment Board Madison, WI1.32MShares$36.4 Million0.1% of portfolio
-
Pfs Investments Inc. Duluth, GA1.26MShares$34.9 Million0.55% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.16MShares$32.1 Million0.04% of portfolio
-
Royal Bank Of Canada Toronto, A61.13MShares$31.2 Million0.01% of portfolio