Bergan Kdv Wealth Management, LLC Alps ETF Tr Intl Sector Divid Call Options Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding IDOG
# of Institutions
48Shares Held
5.76MCall Options Held
0Put Options Held
0-
Avantax Planning Partners, Inc.1.19MShares$36.3 Million1.15% of portfolio
-
Morgan Stanley New York, NY920KShares$27.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC723KShares$21.9 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.526KShares$16 Million0.14% of portfolio
-
Del Sette Capital Management, LLC413KShares$12.5 Million10.13% of portfolio