Bergan Kdv Wealth Management, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 6,386 shares of IBTH stock, worth $143,812. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,386
Previous 6,386
-0.0%
Holding current value
$143,812
Previous $144,000
2.08%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding IBTH
# of Institutions
277Shares Held
58.4MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME6.8MShares$153 Million2.27% of portfolio
-
Bank Of America Corp Charlotte, NC3.47MShares$78.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.46MShares$77.9 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA2.83MShares$63.8 Million2.33% of portfolio
-
Wells Fargo & Company San Francisco, CA2.02MShares$45.6 Million0.01% of portfolio