Bergan Kdv Wealth Management, LLC Ishares Tr Ibonds Dec 2024 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 2024 Ter stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 16,669 shares of IBTE stock, worth $400,056. This represents 0.04% of its overall portfolio holdings.
Number of Shares
16,669
Previous 16,669
-0.0%
Holding current value
$400,056
Previous $400,000
1.0%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding IBTE
# of Institutions
299Shares Held
91.3MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC23.9MShares$573 Million1.85% of portfolio
-
Bank Of America Corp Charlotte, NC5.24MShares$126 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.93MShares$94.3 Million1.71% of portfolio
-
Morgan Stanley New York, NY3.66MShares$87.8 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.22MShares$53.2 Million0.01% of portfolio