Bergan Kdv Wealth Management, LLC Wisdomtree Tr U.S Largecap Div Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 234 shares of DLN stock, worth $19,239. This represents 0.0% of its overall portfolio holdings.
Number of Shares
234
Previous 234
-0.0%
Holding current value
$19,239
Previous $14,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DLN
# of Institutions
437Shares Held
39.9MCall Options Held
3.1KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.91MShares$321 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.96MShares$244 Million0.1% of portfolio
-
Morgan Stanley New York, NY2.91MShares$240 Million0.02% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$172 Million4.52% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.77MShares$146 Million0.04% of portfolio