Bergan Kdv Wealth Management, LLC Global X Fds Global X Autonomo Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 10, 2021	SELL	$25.55 - $28.58 $11,267 - $12,603	-441 Closed	0 $0
Q1 2021 May 11, 2021	BUY	$24.01 - $28.34 $10,588 - $12,497	441 New	441 $12,000

Others Institutions Holding DRIV

# of Institutions

163

Shares Held

4.79M

Call Options Held

7.2K

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

750K
Shares

$17.8 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

459K
Shares

$10.9 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

442K
Shares

$10.5 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

316K
Shares

$7.5 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

225K
Shares

$5.32 Million
0.01% of portfolio

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