Bergan Kdv Wealth Management, LLC Fidelity Covington Tr Msci Uti Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Fidelity Covington Tr Msci Uti stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 297 shares of FUTY stock, worth $14,671. This represents 0.0% of its overall portfolio holdings.
Number of Shares
297
Previous 297
-0.0%
Holding current value
$14,671
Previous $13,000
7.69%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FUTY
# of Institutions
208Shares Held
12MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.65MShares$230 Million0.02% of portfolio
-
Ae Wealth Management LLC631KShares$31.2 Million0.33% of portfolio
-
Lido Advisors, LLC Los Angeles, CA528KShares$26.1 Million0.13% of portfolio
-
Commonwealth Equity Services, LLC335KShares$16.6 Million0.03% of portfolio
-
Q3 Asset Management324KShares$16 Million4.15% of portfolio