Bergan Kdv Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 339,371 shares of SPEM stock, worth $13.6 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
339,371
Previous 326,202
4.04%
Holding current value
$13.6 Million
Previous $11.1 Million
4.8%
% of portfolio
1.17%
Previous 1.15%
Shares
14 transactions
Others Institutions Holding SPEM
# of Institutions
877Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$928 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$745 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$403 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$259 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$236 Million0.08% of portfolio