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 $145,847. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,113
Previous 1,113
-0.0%
Holding current value
$145,847
Previous $137,000
0.73%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SDY
# of Institutions
1,322Shares Held
71.2MCall Options Held
48.3KPut Options Held
37.9K-
Bank Of America Corp Charlotte, NC7.54MShares$988 Million0.08% of portfolio
-
Morgan Stanley New York, NY4.87MShares$638 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.01MShares$395 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.76MShares$362 Million0.15% of portfolio
-
Joel Isaacson & Co., LLC2.56MShares$335 Million15.96% of portfolio