Bergan Kdv Wealth Management, LLC Victory Portf Ii Shs Us Small Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Victory Portf Ii Shs Us Small stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 465 shares of CSB stock, worth $27,253. This represents 0.0% of its overall portfolio holdings.
Number of Shares
465
Previous 465
-0.0%
Holding current value
$27,253
Previous $24,000
4.17%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding CSB
# of Institutions
63Shares Held
1.64MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC264KShares$15.5 Million0.0% of portfolio
-
Ubs Group Ag159KShares$9.34 Million0.0% of portfolio
-
Cwm, LLC148KShares$8.67 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC121KShares$7.09 Million0.0% of portfolio
-
Eagle Strategies LLC New York, NY103KShares$6.02 Million1.05% of portfolio