Bergan Kdv Wealth Management, LLC Wisdomtree Tr Emerging Mkts Hi Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
Shares
5 transactions
Others Institutions Holding DEM
# of Institutions
320Shares Held
44.4MCall Options Held
4.9KPut Options Held
0-
Morgan Stanley New York, NY7.14MShares$292 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC5.67MShares$232 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA2.97MShares$122 Million0.03% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.51MShares$103 Million0.03% of portfolio
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Creative Planning Overland Park, KS2.21MShares$90.4 Million0.1% of portfolio