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 $27,012. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,279
Previous 1,279
-0.0%
Holding current value
$27,012
Previous $24,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IYLD
# of Institutions
54Shares Held
1.42MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY305KShares$6.45 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC203KShares$4.29 Million0.0% of portfolio
-
Kestra Advisory Services, LLC186KShares$3.92 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC89.4KShares$1.89 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A678.3KShares$1.65 Million0.0% of portfolio