Bergan Kdv Wealth Management, LLC First Tr Exchange Traded Fd Ii Call Options Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FMB
# of Institutions
310Shares Held
30.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.13MShares$161 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.51MShares$129 Million0.06% of portfolio
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Wells Fargo & Company San Francisco, CA2.45MShares$126 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC1.73MShares$89.1 Million0.01% of portfolio
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Ubs Group Ag1.67MShares$85.9 Million0.02% of portfolio