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 4,361 shares of IHF stock, worth $232,790. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,361
Previous 4,361
-0.0%
Holding current value
$232,790
Previous $1.08 Million
3.43%
% of portfolio
0.11%
Previous 0.11%
Shares
21 transactions
Others Institutions Holding IHF
# of Institutions
220Shares Held
6.25MCall Options Held
5.1KPut Options Held
0-
Morgan Stanley New York, NY772KShares$41.2 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO749KShares$40 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC417KShares$22.3 Million0.0% of portfolio
-
Wharton Business Group, LLC Malvern, PA336KShares$17.9 Million0.86% of portfolio
-
Lpl Financial LLC Fort Mill, SC286KShares$15.3 Million0.01% of portfolio