Bergan Kdv Wealth Management, LLC Ishares Tr Exponential Technol Call Options Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding XT

# of Institutions

272

Shares Held

48.2M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

34.3M
Shares

$2.13 Billion
4.25% of portfolio
Jones Financial Companies Lllp

4.45M
Shares

$276 Million
0.09% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$55.7 Million
0.85% of portfolio
Lpl Financial LLC Fort Mill, SC

728K
Shares

$45.1 Million
0.02% of portfolio
Morgan Stanley New York, NY

348K
Shares

$21.6 Million
0.0% of portfolio

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