Bergan Kdv Wealth Management, LLC Invesco ETF Tr Ii Pfd ETF Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 4,542 shares of PGX stock, worth $52,323. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,542
Previous 5,507
17.52%
Holding current value
$52,323
Previous $63,000
19.05%
% of portfolio
0.01%
Previous 0.01%
Shares
15 transactions
Others Institutions Holding PGX
# of Institutions
523Shares Held
179MCall Options Held
13.8KPut Options Held
3.5K-
Bank Of America Corp Charlotte, NC50.9MShares$586 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA14.8MShares$170 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$143 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.18MShares$106 Million0.03% of portfolio
-
Morgan Stanley New York, NY7.96MShares$91.7 Million0.01% of portfolio