Bergan Kdv Wealth Management, LLC Ishares Tr Broad Usd High Yiel Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 3,479 shares of USHY stock, worth $128,444. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,479
Previous 57,193
93.92%
Holding current value
$128,444
Previous $2.03 Million
94.0%
% of portfolio
0.01%
Previous 0.21%
Shares
12 transactions
Others Institutions Holding USHY
# of Institutions
510Shares Held
298MCall Options Held
200Put Options Held
0-
Northern Trust Corp Chicago, IL37.5MShares$1.38 Billion0.23% of portfolio
-
Black Rock Inc. New York, NY27.2MShares$1 Billion0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA24.3MShares$898 Million0.22% of portfolio
-
Tiaa Trust, National Association Charlotte, NC17.6MShares$649 Million1.97% of portfolio
-
Jones Financial Companies Lllp17.1MShares$633 Million0.72% of portfolio