Bergan Kdv Wealth Management, LLC Ishares Tr Ibonds Dec 2023 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 2023 Ter stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 10,834 shares of IBTD stock, worth $0. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,834
Previous 10,834
-0.0%
Holding current value
$0
Previous $268,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding IBTD
# of Institutions
9Shares Held
477KCall Options Held
0Put Options Held
0-
Laurel Wealth Advisors, Inc. Solana Beach, CA132KShares$00.32% of portfolio
-
Eaton Vance Management Boston, MA119KShares$00.0% of portfolio
-
Leo Brokerage, LLC102KShares$00.29% of portfolio
-
American Portfolios Advisors Holbrook, NY41.9KShares$00.04% of portfolio
-
Quantitative Advantage, LLC Minnetonka, MN36.6KShares$00.13% of portfolio