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 $66,672. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,628Holding current value
$66,672% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding IBMQ
# of Institutions
150Shares Held
16.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.93MShares$48.9 Million0.0% of portfolio
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Clearstead Advisors, LLC Cleveland, OH862KShares$21.9 Million0.35% of portfolio
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Envestnet Asset Management Inc804KShares$20.4 Million0.01% of portfolio
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Wilbanks Smith & Thomas Asset Management LLC754KShares$19.1 Million0.54% of portfolio
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Mercer Global Advisors Inc Denver, CO753KShares$19.1 Million0.04% of portfolio