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 $25,792. This represents 0.0% of its overall portfolio holdings.
Number of Shares
145
Previous 204
28.92%
Holding current value
$25,792
Previous $29,000
27.59%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding RSP
# of Institutions
1,833Shares Held
233MCall Options Held
2.45MPut Options Held
9.88M-
Morgan Stanley New York, NY27.2MShares$4.84 Billion0.36% of portfolio
-
Northwestern Mutual Wealth Management CO22.3MShares$3.98 Billion3.57% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$3.4 Billion0.29% of portfolio
-
Goldman Sachs Group Inc New York, NY7.79MShares$1.39 Billion0.23% of portfolio
-
Invesco Ltd. Atlanta, GA7.65MShares$1.36 Billion0.27% of portfolio