Bergan Kdv Wealth Management, LLC Ishares Tr Tips Bd ETF Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 482 shares of TIP stock, worth $53,280. This represents 0.01% of its overall portfolio holdings.
Number of Shares
482
Previous 620
22.26%
Holding current value
$53,280
Previous $68,000
25.0%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding TIP
# of Institutions
1,132Shares Held
114MCall Options Held
312KPut Options Held
185K-
Black Rock Inc. New York, NY35.6MShares$3.93 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.2MShares$1.24 Billion0.11% of portfolio
-
Morgan Stanley New York, NY4.39MShares$485 Million0.04% of portfolio
-
Envestnet Asset Management Inc3.64MShares$402 Million0.14% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.34MShares$369 Million0.07% of portfolio