Bergan Kdv Wealth Management, LLC Ishares Tr Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 213 shares of SHV stock, worth $23,564. This represents 0.0% of its overall portfolio holdings.
Number of Shares
213
Previous 708
69.92%
Holding current value
$23,564
Previous $78,000
70.51%
% of portfolio
0.0%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding SHV
# of Institutions
713Shares Held
114MCall Options Held
0Put Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2.01 Billion31.24% of portfolio
-
Hansen & Associates Financial Group, Inc. Sacramento, CA11.8MShares$1.31 Billion41.0% of portfolio
-
Black Rock Inc. New York, NY7.58MShares$839 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY7.3MShares$808 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.21MShares$577 Million0.05% of portfolio