Bergan Kdv Wealth Management, LLC Ishares Barclays Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 11 shares of IEF stock, worth $1,030. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11
Previous 340
96.76%
Holding current value
$1,030
Previous $33,000
96.97%
% of portfolio
0.0%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding IEF
# of Institutions
977Shares Held
222MCall Options Held
18.3MPut Options Held
15.1M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa19.5MShares$1.83 Billion0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY15MShares$1.4 Billion0.13% of portfolio
-
Envestnet Asset Management Inc12.3MShares$1.15 Billion0.44% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.2MShares$960 Million0.27% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.56MShares$895 Million0.63% of portfolio