Bergan Kdv Wealth Management, LLC Pimco ETF Tr Enhanced Sht Matu Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Pimco ETF Tr Enhanced Sht Matu stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 721 shares of MINT stock, worth $72,251. This represents 0.01% of its overall portfolio holdings.
Number of Shares
721
Previous 2,023
64.36%
Holding current value
$72,251
Previous $200,000
64.5%
% of portfolio
0.01%
Previous 0.02%
Shares
23 transactions
Others Institutions Holding MINT
# of Institutions
678Shares Held
80MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY17.4MShares$1.75 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$878 Million0.21% of portfolio
-
Morgan Stanley New York, NY8.08MShares$810 Million0.07% of portfolio
-
Assetmark, Inc5.49MShares$550 Million1.81% of portfolio
-
Hb Wealth Management, LLC2.67MShares$268 Million3.36% of portfolio