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 $17,837. This represents 0.0% of its overall portfolio holdings.
Number of Shares
297
Previous 297
-0.0%
Holding current value
$17,837
Previous $13,000
7.69%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FUTY
# of Institutions
251Shares Held
18.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.8MShares$528 Million0.03% of portfolio
-
Ae Wealth Management LLC873KShares$52.4 Million0.39% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ745KShares$44.7 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC607KShares$36.5 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA575KShares$34.5 Million0.12% of portfolio