Bergan Kdv Wealth Management, LLC Spdr S&P 600 Small Cap Value E 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 Value E stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 180,920 shares of SLYV stock, worth $14.8 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
180,920
Previous 178,670
1.26%
Holding current value
$14.8 Million
Previous $13.6 Million
2.6%
% of portfolio
1.4%
Previous 1.4%
Shares
16 transactions
Others Institutions Holding SLYV
# of Institutions
613Shares Held
35.1MCall Options Held
2.8KPut Options Held
900-
Lpl Financial LLC Fort Mill, SC5.15MShares$422 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.31MShares$189 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.31MShares$107 Million0.22% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA942KShares$77.1 Million12.68% of portfolio
-
Cerity Partners LLC New York, NY935KShares$76.5 Million0.15% of portfolio