Bergan Kdv Wealth Management, LLC Ishares Tr Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
Shares
8 transactions
Others Institutions Holding IEZ
# of Institutions
68Shares Held
3.43MCall Options Held
27.4KPut Options Held
2.7K-
Morgan Stanley New York, NY876KShares$19 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ391KShares$8.5 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC209KShares$4.53 Million0.0% of portfolio
-
Van Cleef Asset Management,Inc Beachwood, OH177KShares$3.85 Million0.41% of portfolio
-
Genesee Capital Advisors, LLC171KShares$3.73 Million1.7% of portfolio