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 $61,343. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,470
Previous 1,470
-0.0%
Holding current value
$61,343
Previous $52,000
5.77%
% of portfolio
0.0%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
373Shares Held
56.7MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.89MShares$329 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.54MShares$273 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.34MShares$97.7 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.27MShares$94.9 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$81 Million0.11% of portfolio