Bergan Kdv Wealth Management, LLC Ishares Tr Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 250 shares of DVY stock, worth $33,675. This represents 0.0% of its overall portfolio holdings.
Number of Shares
250
Previous 250
-0.0%
Holding current value
$33,675
Previous $29,000
3.45%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding DVY
# of Institutions
1,319Shares Held
64.9MCall Options Held
640KPut Options Held
217K-
Bank Of America Corp Charlotte, NC8.15MShares$1.1 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.16MShares$830 Million0.06% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.89MShares$525 Million0.31% of portfolio
-
Wells Fargo & Company San Francisco, CA3.68MShares$495 Million0.11% of portfolio
-
Northern Trust Corp Chicago, IL3.02MShares$407 Million0.06% of portfolio