Bergan Kdv Wealth Management, LLC Pimco ETF Tr Inter Mun Bd Acti 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 Inter Mun Bd Acti stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 6,300 shares of MUNI stock, worth $333,585. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,300
Previous 6,316
0.25%
Holding current value
$333,585
Previous $330,000
1.21%
% of portfolio
0.03%
Previous 0.03%
Shares
21 transactions
Others Institutions Holding MUNI
# of Institutions
288Shares Held
23.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.44MShares$76.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.41MShares$74.6 Million0.04% of portfolio
-
Cwm, LLC1.32MShares$70 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC1.23MShares$65.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.15MShares$60.7 Million0.01% of portfolio