Bergan Kdv Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 2,806 shares of QUAL stock, worth $501,684. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,806
Previous 2,806
-0.0%
Holding current value
$501,684
Previous $348,000
8.62%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding QUAL
# of Institutions
1,347Shares Held
223MCall Options Held
22.7KPut Options Held
11.5K-
Envestnet Asset Management Inc28MShares$5.01 Billion1.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$2.46 Billion1.2% of portfolio
-
Morgan Stanley New York, NY8.74MShares$1.56 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.09MShares$1.45 Billion0.92% of portfolio
-
Bank Of America Corp Charlotte, NC7.73MShares$1.38 Billion0.12% of portfolio