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 $774,144. This represents 0.07% of its overall portfolio holdings.
Number of Shares
40,960
Previous 41,066
0.26%
Holding current value
$774,144
Previous $732,000
1.78%
% of portfolio
0.07%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding LDP
# of Institutions
82Shares Held
8.27MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.68MShares$31.8 Million0.0% of portfolio
-
Ubs Group Ag1.43MShares$27 Million0.01% of portfolio
-
Chicago Partners Investment Group LLC418KShares$7.9 Million0.3% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL401KShares$7.57 Million0.0% of portfolio
-
Invesco Ltd. Atlanta, GA395KShares$7.47 Million0.0% 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...