Bergan Kdv Wealth Management, LLC Invesco S&P 500 Equal Weight E Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 145 shares of RSP stock, worth $26,497. This represents 0.0% of its overall portfolio holdings.
Number of Shares
145
Previous 204
28.92%
Holding current value
$26,497
Previous $29,000
27.59%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding RSP
# of Institutions
1,904Shares Held
244MCall Options Held
2.45MPut Options Held
9.88M-
Morgan Stanley New York, NY27.2MShares$4.97 Billion0.36% of portfolio
-
Northwestern Mutual Wealth Management CO22.3MShares$4.08 Billion3.57% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$3.5 Billion0.29% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.49MShares$1.55 Billion2.36% of portfolio
-
Goldman Sachs Group Inc New York, NY7.79MShares$1.42 Billion0.23% of portfolio