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
128Shares Held
5.41MCall Options Held
0Put Options Held
0-
Amplius Wealth Advisors, LLC902KShares$51 Million5.67% of portfolio
-
Lpl Financial LLC Fort Mill, SC654KShares$37 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL446KShares$25.3 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A6424KShares$24 Million0.01% of portfolio
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Portfolio Strategies, Inc.402KShares$22.7 Million3.48% of portfolio