Bergan Kdv Wealth Management, LLC Spdr S&P 600 Small Cap Growth Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 3 shares of SLYG stock, worth $273. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3
Previous 3
-0.0%
Holding current value
$273
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding SLYG
# of Institutions
496Shares Held
26.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.32MShares$212 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC1.68MShares$153 Million0.01% of portfolio
-
Citigroup Inc1.62MShares$148 Million0.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.33MShares$121 Million0.25% of portfolio
-
Townsquare Capital LLC1.2MShares$110 Million1.37% of portfolio