Bergan Kdv Wealth Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 1 shares of SPLG stock, worth $70. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1
Previous 1,395
99.93%
Holding current value
$70
Previous $67,000
100.0%
% of portfolio
0.0%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SPLG
# of Institutions
1,149Shares Held
478MCall Options Held
259KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.48 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.53 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.09 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$937 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$890 Million50.16% of portfolio