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 5,414 shares of EMB stock, worth $505,775. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,414
Previous 6,110
11.39%
Holding current value
$505,775
Previous $527,000
11.2%
% of portfolio
0.05%
Previous 0.05%
Shares
19 transactions
Others Institutions Holding EMB
# of Institutions
911Shares Held
147MCall Options Held
5.3MPut Options Held
13.7M-
Wells Fargo & Company San Francisco, CA17.5MShares$1.64 Billion0.38% of portfolio
-
Betterment LLC New York, NY8.57MShares$801 Million1.96% of portfolio
-
Jones Financial Companies Lllp7.68MShares$717 Million0.79% of portfolio
-
Jpmorgan Chase & CO New York, NY6.15MShares$575 Million0.05% of portfolio
-
Jane Street Group, LLC New York, NY5.92MShares$553 Million0.59% of portfolio