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 $23,068. This represents 0.0% of its overall portfolio holdings.
Number of Shares
200
Previous 200
-0.0%
Holding current value
$23,068
Previous $16,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding KBWP
# of Institutions
64Shares Held
1.81MCall Options Held
0Put Options Held
0-
Harel Insurance Investments & Financial Services Ltd.1.06MShares$122 Million2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC155KShares$17.9 Million0.01% of portfolio
-
Mutual Advisors, LLC Casper, WY75.7KShares$8.74 Million0.24% of portfolio
-
Kingsview Wealth Management, LLC Grants Pass, OR57.8KShares$6.67 Million0.15% of portfolio
-
Fortis Group Advisors, LLC Westwood, NJ54.5KShares$6.29 Million1.11% of portfolio