Bergan Kdv Wealth Management, LLC Rbb Rf Inc Motley Fool 100 Ind Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
Shares
2 transactions
Others Institutions Holding TMFC
# of Institutions
125Shares Held
5.35MCall Options Held
0Put Options Held
0-
Amplius Wealth Advisors, LLC804KShares$47.4 Million5.68% of portfolio
-
Lpl Financial LLC Fort Mill, SC654KShares$38.5 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL446KShares$26.3 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A6424KShares$25 Million0.01% of portfolio
-
Portfolio Strategies, Inc.408KShares$24.1 Million3.5% of portfolio