Bergan Kdv Wealth Management, LLC Ishares Russell 2000 Gwt ETF Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 50 shares of IWO stock, worth $13,266. This represents 0.0% of its overall portfolio holdings.
Number of Shares
50
Previous 50
-0.0%
Holding current value
$13,266
Previous $11,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding IWO
# of Institutions
1,164Shares Held
35.3MCall Options Held
174KPut Options Held
60.5K-
Bank Of America Corp Charlotte, NC3.63MShares$963 Million0.09% of portfolio
-
Morgan Stanley New York, NY2.55MShares$676 Million0.05% of portfolio
-
Barings LLC1.54MShares$410 Million10.99% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.51MShares$401 Million1.32% of portfolio
-
Tiaa, Fsb St. Louis, MO1.37MShares$364 Million1.21% of portfolio