Bergan Kdv Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter 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 Dec 2028 Ter stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 2,628 shares of IBMQ stock, worth $65,989. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,628Holding current value
$65,989% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding IBMQ
# of Institutions
128Shares Held
13.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.12MShares$28.1 Million0.0% of portfolio
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Envestnet Asset Management Inc865KShares$21.7 Million0.01% of portfolio
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Mercer Global Advisors Inc Denver, CO822KShares$20.6 Million0.05% of portfolio
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Clearstead Advisors, LLC Cleveland, OH818KShares$20.5 Million0.33% of portfolio
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Wilbanks Smith & Thomas Asset Management LLC754KShares$18.9 Million0.54% of portfolio