Bergan Kdv Wealth Management, LLC Ishares Tr Msci Eafe Small Cap Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 833 shares of SCZ stock, worth $55,669. This represents 0.0% of its overall portfolio holdings.
Number of Shares
833
Previous 833
-0.0%
Holding current value
$55,669
Previous $49,000
-0.0%
% of portfolio
0.0%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding SCZ
# of Institutions
710Shares Held
103MCall Options Held
10.5KPut Options Held
114K-
Jones Financial Companies Lllp12.7MShares$845 Million0.9% of portfolio
-
Natixis Advisors, L.P. Boston, MA8.12MShares$543 Million1.09% of portfolio
-
Tiaa Trust, National Association Charlotte, NC7.86MShares$525 Million1.5% of portfolio
-
Creative Planning Overland Park, KS4.97MShares$332 Million0.33% of portfolio
-
Matson Money. Inc.4.27MShares$285 Million8.75% of portfolio