Bergan Kdv Wealth Management, LLC Invesco ETF Tr Ii Kbw Property Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Invesco ETF Tr Ii Kbw Property stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 200 shares of KBWP stock, worth $24,096. This represents 0.0% of its overall portfolio holdings.
Number of Shares
200
Previous 200
-0.0%
Holding current value
$24,096
Previous $16,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding KBWP
# of Institutions
76Shares Held
2.66MCall Options Held
1.9KPut Options Held
400-
Harel Insurance Investments & Financial Services Ltd.1.12MShares$135 Million1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC282KShares$34 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL194KShares$23.4 Million0.03% of portfolio
-
Morgan Stanley New York, NY149KShares$18 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL100KShares$12.1 Million0.0% of portfolio