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 $40,145. This represents 0.0% of its overall portfolio holdings.
Number of Shares
352
Previous 352
-0.0%
Holding current value
$40,145
Previous $24,000
20.83%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DXJ
# of Institutions
357Shares Held
19.1MCall Options Held
105KPut Options Held
64.1K-
Jpmorgan Chase & CO New York, NY3.53MShares$403 Million0.03% of portfolio
-
Morgan Stanley New York, NY2.97MShares$338 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.51MShares$172 Million0.01% of portfolio
-
Liberty Mutual Group Asset Management Inc. Boston, MA680KShares$77.6 Million21.32% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL558KShares$63.6 Million0.02% of portfolio