Bergan Kdv Wealth Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 40,566 shares of LMBS stock, worth $1.95 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
40,566
Previous 41,807
2.97%
Holding current value
$1.95 Million
Previous $2 Million
3.4%
% of portfolio
0.19%
Previous 0.21%
Shares
24 transactions
Others Institutions Holding LMBS
# of Institutions
394Shares Held
65.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12MShares$575 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.08MShares$340 Million0.19% of portfolio
-
Wells Fargo & Company San Francisco, CA4.75MShares$228 Million0.06% of portfolio
-
Ubs Group Ag3.51MShares$168 Million0.04% of portfolio
-
Royal Bank Of Canada Toronto, A62.51MShares$120 Million0.03% of portfolio