Bergan Kdv Wealth Management, LLC Financial Sector Spdr Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 2,000 shares of XLF stock, worth $90,300. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,000
Previous 2,000
-0.0%
Holding current value
$90,300
Previous $64,000
4.69%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding XLF
# of Institutions
1,729Shares Held
693MCall Options Held
184MPut Options Held
267M-
Jpmorgan Chase & CO New York, NY153MShares$6.91 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC72.2MShares$3.26 Billion0.27% of portfolio
-
Morgan Stanley New York, NY39MShares$1.76 Billion0.13% of portfolio
-
Barclays PLC London, X025.6MShares$1.16 Billion0.32% of portfolio
-
Wells Fargo & Company San Francisco, CA13.9MShares$628 Million0.14% of portfolio