Bergan Kdv Wealth Management, LLC Spdr Bloomberg Investment Grad Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 14,297 shares of FLRN stock, worth $440,776. This represents 0.04% of its overall portfolio holdings.
Number of Shares
14,297
Previous 16,428
12.97%
Holding current value
$440,776
Previous $499,000
12.22%
% of portfolio
0.04%
Previous 0.05%
Shares
15 transactions
Others Institutions Holding FLRN
# of Institutions
345Shares Held
58.2MCall Options Held
1.4KPut Options Held
12.2K-
Ameriprise Financial Inc Minneapolis, MN3.63MShares$112 Million0.03% of portfolio
-
Tiaa Trust, National Association Charlotte, NC3.19MShares$98.4 Million0.3% of portfolio
-
Wealthfront Advisers LLC3.01MShares$92.8 Million0.31% of portfolio
-
Morgan Stanley New York, NY2.32MShares$71.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.86MShares$57.4 Million0.03% of portfolio