Bergan Kdv Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Tip Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
Shares
2 transactions
Others Institutions Holding SPIP
# of Institutions
229Shares Held
21.7MCall Options Held
25.8KPut Options Held
8K-
Charles Schwab Investment Management Inc San Francisco, CA3.6MShares$92.1 Million0.02% of portfolio
-
State Street Corp Boston, MA1.86MShares$47.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.41MShares$36.1 Million0.02% of portfolio
-
Pure Financial Advisors, LLC1.16MShares$29.7 Million0.76% of portfolio
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Cerity Partners LLC New York, NY889KShares$22.7 Million0.05% of portfolio