Bergan Kdv Wealth Management, LLC Spdr Bloomberg International T Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
Shares
4 transactions
Others Institutions Holding BWX
# of Institutions
142Shares Held
29MCall Options Held
0Put Options Held
0-
Manufacturers Life Insurance Company, The Toronto, A67.12MShares$154 Million0.14% of portfolio
-
Argi Investment Services, LLC4.59MShares$99.1 Million6.8% of portfolio
-
Perella Weinberg Partners Capital Management LP3.84MShares$82.9 Million9.14% of portfolio
-
Morgan Stanley New York, NY1.99MShares$43 Million0.0% of portfolio
-
Checchi Capital Advisers, LLC Beverly Hills, CA1.4MShares$30.3 Million1.76% of portfolio