Bergan Kdv Wealth Management, LLC Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 6,236 shares of IBTG stock, worth $142,617. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,236
Previous 6,236
-0.0%
Holding current value
$142,617
Previous $143,000
1.4%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding IBTG
# of Institutions
298Shares Held
69.7MCall Options Held
0Put Options Held
0-
Kovitz Investment Group Partners, LLC5.26MShares$120 Million0.56% of portfolio
-
Hm Payson & CO Portland, ME4.71MShares$108 Million1.93% of portfolio
-
Morgan Stanley New York, NY3.94MShares$90 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$83.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.89MShares$66.1 Million0.01% of portfolio