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 $27,123. This represents 0.0% of its overall portfolio holdings.
Number of Shares
145
Previous 204
28.92%
Holding current value
$27,123
Previous $29,000
27.59%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding RSP
# of Institutions
2,183Shares Held
288MCall Options Held
4.49MPut Options Held
8.93M-
Morgan Stanley New York, NY32.7MShares$6.11 Billion0.4% of portfolio
-
Northwestern Mutual Wealth Management CO24.7MShares$4.61 Billion3.31% of portfolio
-
Bank Of America Corp Charlotte, NC22.5MShares$4.2 Billion0.31% of portfolio
-
Invesco Ltd. Atlanta, GA10.2MShares$1.9 Billion0.33% of portfolio
-
Texas Permanent School Fund Austin, TX9.19MShares$1.72 Billion18.04% of portfolio