Bergan Kdv Wealth Management, LLC Select Sector Spdr Fd Material Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 2,500 shares of XLB stock, worth $217,375. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,500
Previous 2,643
5.41%
Holding current value
$217,375
Previous $213,000
2.82%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding XLB
# of Institutions
887Shares Held
51.8MCall Options Held
3.68MPut Options Held
6.29M-
Bank Of America Corp Charlotte, NC6.53MShares$568 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY6.07MShares$528 Million0.1% of portfolio
-
Morgan Stanley New York, NY3.26MShares$283 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.83MShares$246 Million0.06% of portfolio
-
Cibc World Market Inc. Toronto, A61.49MShares$130 Million0.33% of portfolio