Bergan Kdv Wealth Management, LLC Ishares Tr Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 442,364 shares of MBB stock, worth $40.6 Million. This represents 4.13% of its overall portfolio holdings.
Number of Shares
442,364
Previous 200,465
120.67%
Holding current value
$40.6 Million
Previous $19 Million
117.27%
% of portfolio
4.13%
Previous 1.96%
Shares
24 transactions
Others Institutions Holding MBB
# of Institutions
899Shares Held
292MCall Options Held
869KPut Options Held
209K-
Bank Of America Corp Charlotte, NC71.5MShares$6.57 Billion0.63% of portfolio
-
Jpmorgan Chase & CO New York, NY25.2MShares$2.32 Billion0.21% of portfolio
-
Envestnet Asset Management Inc22.2MShares$2.04 Billion0.78% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.9MShares$1.55 Billion0.86% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.6MShares$1.25 Billion0.35% of portfolio