Bergan Kdv Wealth Management, LLC First Tr Enhanced Traded Fd Iv Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 1,354 shares of FTSM stock, worth $81,443. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,354
Previous 3,540
61.75%
Holding current value
$81,443
Previous $210,000
61.9%
% of portfolio
0.01%
Previous 0.02%
Shares
23 transactions
Others Institutions Holding FTSM
# of Institutions
415Shares Held
84.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.1MShares$728 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.57MShares$515 Million0.26% of portfolio
-
Wells Fargo & Company San Francisco, CA8.01MShares$482 Million0.12% of portfolio
-
Ubs Group Ag3.74MShares$225 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC2.92MShares$176 Million0.02% of portfolio