Bergan Kdv Wealth Management, LLC Cohen & Steers LTD Duration Preferred & Income Fund, Inc. Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Cohen & Steers LTD Duration Preferred & Income Fund, Inc. stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 40,960 shares of LDP stock, worth $814,694. This represents 0.07% of its overall portfolio holdings.
Number of Shares
40,960
Previous 41,066
0.26%
Holding current value
$814,694
Previous $732,000
1.78%
% of portfolio
0.07%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding LDP
# of Institutions
67Shares Held
7.49MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.79MShares$35.6 Million0.0% of portfolio
-
Ubs Group Ag1.48MShares$29.4 Million0.01% of portfolio
-
Chicago Partners Investment Group LLC449KShares$8.93 Million0.39% of portfolio
-
Invesco Ltd. Atlanta, GA422KShares$8.4 Million0.0% of portfolio
-
Atria Investments LLC Charlotte, NC314KShares$6.25 Million0.09% of portfolio
About Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
- Ticker LDP
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Cohen & Steers Limited Duration Preferred and Income Fund, Inc. is a closed-ended fixed income fund launched by Cohen & Steers, Inc. The fund is managed by Cohen & Steers Capital Management, Inc. It invests in fixed income markets across the globe. The fund uses derivatives like interest rate swaps to make its investments. It seeks t...