Bergan Kdv Wealth Management, LLC Fidelity Covington Tr Msci Con Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
Shares
4 transactions
Others Institutions Holding FDIS
# of Institutions
215Shares Held
9.72MCall Options Held
2KPut Options Held
500-
Bank Of America Corp Charlotte, NC1.77MShares$175 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.36MShares$135 Million0.59% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.3MShares$129 Million0.02% of portfolio
-
Richard Bernstein Advisors LLC998KShares$99 Million1.9% of portfolio
-
Ae Wealth Management LLC495KShares$49.1 Million0.45% of portfolio