Bergan Kdv Wealth Management, LLC Fidelity Covington Tr Msci Uti 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 |
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Others Institutions Holding FUTY
# of Institutions
186Shares Held
10.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.33MShares$224 Million0.02% of portfolio
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Ae Wealth Management LLC548KShares$28.3 Million0.27% of portfolio
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Lido Advisors, LLC Los Angeles, CA520KShares$26.8 Million0.13% of portfolio
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Kestra Advisory Services, LLC289KShares$14.9 Million0.07% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ266KShares$13.8 Million0.03% of portfolio