Bergan Kdv Wealth Management, LLC Energy Sector Spdr Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 1,227 shares of XLE stock, worth $106,920. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,227
Previous 1,393
11.92%
Holding current value
$106,920
Previous $115,000
13.91%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding XLE
# of Institutions
2,065Shares Held
241MCall Options Held
47.3MPut Options Held
75.8M-
Bank Of America Corp Charlotte, NC41.1MShares$3.58 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.54 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.03 Billion0.26% of portfolio
-
Goldman Sachs Group Inc New York, NY8.31MShares$724 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$705 Million0.38% of portfolio