Bergan Kdv Wealth Management, LLC Ishares Tr Ishares Morningstar Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Tr Ishares Morningstar stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 1,279 shares of IYLD stock, worth $25,567. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,279
Previous 1,279
-0.0%
Holding current value
$25,567
Previous $24,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IYLD
# of Institutions
58Shares Held
1.26MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC237KShares$4.74 Million0.03% of portfolio
-
Morgan Stanley New York, NY171KShares$3.42 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC136KShares$2.71 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A661.9KShares$1.24 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC61.3KShares$1.23 Million0.0% of portfolio