Bergan Kdv Wealth Management, LLC Invesco Exchange Traded Fd Tr Call Options Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding PSP
# of Institutions
6Shares Held
13.5KCall Options Held
0Put Options Held
0-
Leo Brokerage, LLC11.6KShares$805,7590.01% of portfolio
-
Brewin Dolphin LTD London, X01.13KShares$78,5100.0% of portfolio
-
Milestone Wealth, LLC Buffalo, NY387Shares$26,9110.0% of portfolio
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Sargent Bickham Lagudis LLC254Shares$17,6630.0% of portfolio
-
Retirement Group, LLC115Shares$7,9970.0% of portfolio