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 $143,237. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,386
Previous 6,386
-0.0%
Holding current value
$143,237
Previous $144,000
2.08%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding IBTH
# of Institutions
265Shares Held
53.6MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.46MShares$122 Million2.19% of portfolio
-
Morgan Stanley New York, NY3.67MShares$82.4 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA2.88MShares$64.7 Million2.48% of portfolio
-
Bank Of America Corp Charlotte, NC2.69MShares$60.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.97MShares$44.3 Million0.01% of portfolio