Bergan Kdv Wealth Management, LLC Ishares Tr Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 14,075 shares of IDV stock, worth $392,833. This represents 0.04% of its overall portfolio holdings.
Number of Shares
14,075
Previous 13,679
2.89%
Holding current value
$392,833
Previous $376,000
1.6%
% of portfolio
0.04%
Previous 0.04%
Shares
22 transactions
Others Institutions Holding IDV
# of Institutions
460Shares Held
77.6MCall Options Held
83.2KPut Options Held
22.3K-
Bank Of America Corp Charlotte, NC10.6MShares$297 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.7MShares$187 Million0.02% of portfolio
-
Envestnet Asset Management Inc5.3MShares$148 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.77MShares$105 Million0.03% of portfolio
-
Ubs Group Ag2.96MShares$82.5 Million0.02% of portfolio