Bergan Kdv Wealth Management, LLC Strategy Shs Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Strategy Shs stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 14,070 shares of HNDL stock, worth $314,323. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,070
Previous 14,070
-0.0%
Holding current value
$314,323
Previous $284,000
0.7%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding HNDL
# of Institutions
111Shares Held
3.73MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC775KShares$17.3 Million0.01% of portfolio
-
Kades & Cheifetz LLC Berwyn, PA452KShares$10.1 Million4.93% of portfolio
-
Cambridge Investment Research Advisors, Inc.377KShares$8.42 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ205KShares$4.57 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO137KShares$3.05 Million0.01% of portfolio