Bergan Kdv Wealth Management, LLC Ishares Ibonds Dec 2024 Term C Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 37,131 shares of IBDP stock, worth $935,701. This represents 0.09% of its overall portfolio holdings.
Number of Shares
37,131
Previous 43,972
15.56%
Holding current value
$935,701
Previous $1.08 Million
15.45%
% of portfolio
0.09%
Previous 0.11%
Shares
13 transactions
Others Institutions Holding IBDP
# of Institutions
385Shares Held
75MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.15MShares$155 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.11MShares$78.4 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME2.85MShares$71.9 Million1.31% of portfolio
-
Ubs Group Ag2.84MShares$71.5 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.93MShares$48.5 Million0.02% of portfolio