Bergan Kdv Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
Shares
2 transactions
Others Institutions Holding XMMO
# of Institutions
274Shares Held
11.8MCall Options Held
1.9KPut Options Held
1.3K-
Lpl Financial LLC Fort Mill, SC1.74MShares$223 Million0.1% of portfolio
-
Morgan Stanley New York, NY1.14MShares$146 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA642KShares$82 Million0.02% of portfolio
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Northwestern Mutual Wealth Management CO476KShares$60.8 Million0.05% of portfolio
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Envestnet Asset Management Inc430KShares$54.9 Million0.02% of portfolio