Bergan Kdv Wealth Management, LLC Alps ETF Tr Intl Sector Divid Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Alps ETF Tr Intl Sector Divid stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 2,268 shares of IDOG stock, worth $67,903. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,268
Previous 3,544
36.0%
Holding current value
$67,903
Previous $98,000
35.71%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding IDOG
# of Institutions
48Shares Held
5.76MCall Options Held
0Put Options Held
0-
Avantax Planning Partners, Inc.1.19MShares$35.8 Million1.15% of portfolio
-
Morgan Stanley New York, NY920KShares$27.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC723KShares$21.6 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.526KShares$15.8 Million0.14% of portfolio
-
Del Sette Capital Management, LLC413KShares$12.4 Million10.13% of portfolio