Bergan Kdv Wealth Management, LLC First Tr Morningstar Dividend Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 1,470 shares of FDL stock, worth $63,974. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,470
Previous 1,470
-0.0%
Holding current value
$63,974
Previous $52,000
5.77%
% of portfolio
0.0%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
432Shares Held
68.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.11MShares$397 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.99MShares$304 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.16MShares$138 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.01MShares$131 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA2.74MShares$119 Million0.03% of portfolio