Bergan Kdv Wealth Management, LLC First Tr Exchange Traded Fd Ii Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 16,201 shares of FMB stock, worth $842,289. This represents 0.08% of its overall portfolio holdings.
Number of Shares
16,201
Previous 16,305
0.64%
Holding current value
$842,289
Previous $830,000
1.08%
% of portfolio
0.08%
Previous 0.09%
Shares
24 transactions
Others Institutions Holding FMB
# of Institutions
304Shares Held
29.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.86MShares$149 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.35MShares$122 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.25MShares$117 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.74MShares$90.6 Million0.01% of portfolio
-
Ubs Group Ag1.66MShares$86.3 Million0.02% of portfolio