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 $59,476. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,470
Previous 1,470
-0.0%
Holding current value
$59,476
Previous $52,000
5.77%
% of portfolio
0.0%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
393Shares Held
64.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$342 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$268 Million0.02% of portfolio
-
International Assets Investment Management, LLC Orlando, FL5.45MShares$221 Million0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$99.8 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$78.6 Million0.11% of portfolio