Bergan Kdv Wealth Management, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 183 shares of BIL stock, worth $16,731. This represents 0.0% of its overall portfolio holdings.
Number of Shares
183
Previous 956
80.86%
Holding current value
$16,731
Previous $87,000
81.61%
% of portfolio
0.0%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding BIL
# of Institutions
1,007Shares Held
208MCall Options Held
25.9KPut Options Held
9.3K-
Bank Of America Corp Charlotte, NC15.9MShares$1.46 Billion0.14% of portfolio
-
Morgan Stanley New York, NY14.3MShares$1.31 Billion0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.38MShares$857 Million0.47% of portfolio
-
Ubs Group Ag8.18MShares$748 Million0.19% of portfolio
-
Envestnet Asset Management Inc6.94MShares$634 Million0.24% of portfolio