Bergan Kdv Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 1,113 shares of SDY stock, worth $157,745. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,113
Previous 1,113
-0.0%
Holding current value
$157,745
Previous $137,000
0.73%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SDY
# of Institutions
1,200Shares Held
68.9MCall Options Held
43.4KPut Options Held
18.2K-
Bank Of America Corp Charlotte, NC7.83MShares$1.11 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.66MShares$660 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.94MShares$417 Million0.19% of portfolio
-
Joel Isaacson & Co., LLC2.43MShares$345 Million16.32% of portfolio
-
Royal Bank Of Canada Toronto, A62.41MShares$342 Million0.07% of portfolio