Bergan Kdv Wealth Management, LLC Invesco ETF Tr Ii S&P 500 Low Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 568 shares of SPLV stock, worth $36,675. This represents 0.0% of its overall portfolio holdings.
Number of Shares
568
Previous 702
19.09%
Holding current value
$36,675
Previous $43,000
18.6%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding SPLV
# of Institutions
728Shares Held
76.8MCall Options Held
59.6KPut Options Held
11.4K-
Morgan Stanley New York, NY12.7MShares$823 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC8.01MShares$517 Million0.05% of portfolio
-
Dow Chemical CO Midland, MI4MShares$258 Million41.28% of portfolio
-
Bank Of Montreal Toronto, A63.12MShares$201 Million0.11% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK3.03MShares$195 Million2.95% of portfolio