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 $39,666. This represents 0.0% of its overall portfolio holdings.
Number of Shares
352
Previous 352
-0.0%
Holding current value
$39,666
Previous $24,000
20.83%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DXJ
# of Institutions
339Shares Held
21.7MCall Options Held
1.15MPut Options Held
758K-
Morgan Stanley New York, NY3.48MShares$392 Million0.03% of portfolio
-
Bank Of Montreal Toronto, A61.9MShares$214 Million0.11% of portfolio
-
Jpmorgan Chase & CO New York, NY1.83MShares$206 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.77MShares$200 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL897KShares$101 Million0.15% of portfolio