Bergan Kdv Wealth Management, LLC Ishares Tr Dow Jones Us Medica Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
Shares
7 transactions
Others Institutions Holding IHI
# of Institutions
616Shares Held
36.9MCall Options Held
295KPut Options Held
1.14M-
Citigroup Inc5.63MShares$335 Million0.2% of portfolio
-
Morgan Stanley New York, NY2.93MShares$175 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.07MShares$123 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.79MShares$107 Million0.05% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa1.22MShares$72.4 Million0.03% of portfolio