Bergan Kdv Wealth Management, LLC First Tr Exchange Traded Fd Vi 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 ROBT
# of Institutions
141Shares Held
5.05MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC680KShares$30.8 Million0.01% of portfolio
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Morgan Stanley New York, NY280KShares$12.7 Million0.0% of portfolio
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Royal Bank Of Canada Toronto, A6272KShares$12.3 Million0.0% of portfolio
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Baird Financial Group, Inc. Milwaukee, WI256KShares$11.6 Million0.02% of portfolio
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Northwestern Mutual Wealth Management CO255KShares$11.5 Million0.01% of portfolio