Bergan Kdv Wealth Management, LLC Spdr Tr Ser Spdr S&P Semicondu Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Spdr Tr Ser Spdr S&P Semicondu stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 3 shares of XSD stock, worth $739. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3
Previous 3
-0.0%
Holding current value
$739
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding XSD
# of Institutions
233Shares Held
3.59MCall Options Held
22.1KPut Options Held
6.5K-
Global Assets Advisory, LLC Orlando, FL1.15MShares$284 Million0.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC227KShares$56 Million0.03% of portfolio
-
Morgan Stanley New York, NY159KShares$39.2 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC152KShares$37.5 Million0.0% of portfolio
-
Envestnet Asset Management Inc133KShares$32.8 Million0.01% of portfolio