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
111Shares Held
4.05MCall Options Held
1.1KPut Options Held
0-
Amplius Wealth Advisors, LLC804KShares$48.5 Million5.68% of portfolio
-
Lpl Financial LLC Fort Mill, SC542KShares$32.7 Million0.01% of portfolio
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Portfolio Strategies, Inc.418KShares$25.2 Million3.19% of portfolio
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Royal Bank Of Canada Toronto, A6255KShares$15.4 Million0.0% of portfolio
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Elevation Capital Advisory, LLC Bend, OR207KShares$12.5 Million5.15% of portfolio