Bergan Kdv Wealth Management, LLC Invesco S&P Smallcap Health Ca Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
Shares
2 transactions
Others Institutions Holding PSCH
# of Institutions
85Shares Held
929KCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY97.5KShares$4.32 Million0.0% of portfolio
-
Wbi Investments, Inc.92.8KShares$4.12 Million1.06% of portfolio
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Wells Fargo & Company San Francisco, CA83.4KShares$3.7 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC55.5KShares$2.46 Million0.0% of portfolio
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Pacific Sun Financial Corp53.6KShares$2.38 Million1.46% of portfolio