Bergan Kdv Wealth Management, LLC Fidelity Covington Tr Msci Con Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
Shares
5 transactions
Others Institutions Holding FSTA
# of Institutions
178Shares Held
10MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA2.23MShares$112 Million0.02% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.11MShares$56 Million0.28% of portfolio
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Agf Management LTD Toronto Ontario Canada, A6435KShares$21.9 Million0.12% of portfolio
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Morningstar Investment Services LLC Chicago, IL417KShares$21 Million0.22% of portfolio
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Commonwealth Equity Services, LLC402KShares$20.3 Million0.03% of portfolio