Bergan Kdv Wealth Management, LLC Invesco ETF Tr Ii Natl Amt Fre 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 Natl Amt Fre stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 20,815 shares of PZA stock, worth $490,609. This represents 0.05% of its overall portfolio holdings.
Number of Shares
20,815
Previous 20,998
0.87%
Holding current value
$490,609
Previous $497,000
1.21%
% of portfolio
0.05%
Previous 0.05%
Shares
21 transactions
Others Institutions Holding PZA
# of Institutions
209Shares Held
76.7MCall Options Held
3.5KPut Options Held
23K-
Bank Of America Corp Charlotte, NC39.8MShares$937 Million0.09% of portfolio
-
Ubs Group Ag3.16MShares$74.5 Million0.02% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC2.2MShares$51.9 Million1.19% of portfolio
-
Morgan Stanley New York, NY2.03MShares$47.8 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.76MShares$41.4 Million0.01% of portfolio