Bergan Kdv Wealth Management, LLC Ishares Tr Ibonds December 202 Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 2,639 shares of IBMP stock, worth $67,162. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,639Holding current value
$67,162% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding IBMP
# of Institutions
128Shares Held
16.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.51MShares$38.5 Million0.0% of portfolio
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Mercer Global Advisors Inc Denver, CO935KShares$23.8 Million0.06% of portfolio
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Envestnet Asset Management Inc842KShares$21.4 Million0.01% of portfolio
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Clearstead Advisors, LLC Cleveland, OH791KShares$20.1 Million0.34% of portfolio
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Wells Fargo & Company San Francisco, CA764KShares$19.5 Million0.0% of portfolio