Bergan Kdv Wealth Management, LLC Ishares S&P Smallcap 600 Value Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
Shares
4 transactions
Others Institutions Holding IJS
# of Institutions
847Shares Held
40.8MCall Options Held
20KPut Options Held
11.6K-
Morgan Stanley New York, NY3.49MShares$398 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.36MShares$384 Million0.03% of portfolio
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M&T Bank Corp1.52MShares$173 Million0.12% of portfolio
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Regions Financial Corp1.5MShares$171 Million1.16% of portfolio
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Wells Fargo & Company San Francisco, CA1.3MShares$148 Million0.03% of portfolio