Bergan Kdv Wealth Management, LLC Ishares Morningstar U.S. Equit Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 1,222 shares of ILCB stock, worth $96,476. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,222
Previous 1,222
-0.0%
Holding current value
$96,476
Previous $68,000
8.82%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding ILCB
# of Institutions
166Shares Held
4.25MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY473KShares$37.4 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY450KShares$35.5 Million0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN425KShares$33.5 Million0.01% of portfolio
-
Wealth Enhancement Advisory Services, LLC192KShares$15.2 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC182KShares$14.3 Million0.01% of portfolio