Bergan Kdv Wealth Management, LLC Wisdomtree Trust Japan Hedged Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Wisdomtree Trust Japan Hedged stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 352 shares of DXJ stock, worth $46,263. This represents 0.0% of its overall portfolio holdings.
Number of Shares
352
Previous 352
-0.0%
Holding current value
$46,263
Previous $24,000
20.83%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DXJ
# of Institutions
357Shares Held
14.1MCall Options Held
53.8KPut Options Held
44.1K-
Morgan Stanley New York, NY2.28MShares$299 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.33MShares$174 Million0.01% of portfolio
-
Liberty Mutual Group Asset Management Inc. Boston, MA941KShares$124 Million29.28% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA548KShares$72 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC477KShares$62.7 Million0.02% of portfolio