Bergan Kdv Wealth Management, LLC Options Holdings

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 862
  • Current Value $999 Million
  • Prior Value $970 Million
  • Filing
  • Period Q2 2023
  • Filing Date July 24, 2023
  • Form Type 13F-HR
  • Activity in Q2 2023
  • New Purchases 56 stocks
  • Additional Purchases 113 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 413 stocks
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