Bergan Kdv Wealth Management, LLC Nuveen Esg U.S. Aggregate Bond Put Options Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding NUBD
# of Institutions
109Shares Held
9.31MCall Options Held
0Put Options Held
0-
Cambridge Investment Research Advisors, Inc.1.12MShares$24.3 Million0.09% of portfolio
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Morgan Stanley New York, NY908KShares$19.6 Million0.0% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA799KShares$17.3 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC599KShares$13 Million0.0% of portfolio
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Envestnet Asset Management Inc585KShares$12.6 Million0.0% of portfolio