Bergan Kdv Wealth Management, LLC Proshares Ultra Technology Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
Shares
9 transactions
Others Institutions Holding ROM
# of Institutions
61Shares Held
448KCall Options Held
18.2KPut Options Held
8.3K-
Toth Financial Advisory Corp68.9KShares$4.96 Million0.56% of portfolio
-
Tyche Wealth Partners LLC Plano, TX33.1KShares$2.38 Million0.5% of portfolio
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Harbour Investments, Inc. Madison, WI30.6KShares$2.21 Million0.07% of portfolio
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Retirement Planning CO Of New England, Inc. Warwick, RI25.3KShares$1.82 Million0.86% of portfolio
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Plotkin Financial Advisors, LLC Chevy Chase, MD24.6KShares$1.77 Million0.99% of portfolio