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 $70,308. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,268
Previous 3,544
36.0%
Holding current value
$70,308
Previous $98,000
35.71%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding IDOG
# of Institutions
67Shares Held
6.48MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY984KShares$30.5 Million0.0% of portfolio
-
Avantax Planning Partners, Inc.980KShares$30.4 Million1.03% of portfolio
-
Avantax Advisory Services, Inc.689KShares$21.3 Million0.13% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN601KShares$18.6 Million0.0% of portfolio
-
Del Sette Capital Management, LLC391KShares$12.1 Million9.29% of portfolio