Bergan Kdv Wealth Management, LLC ETFs

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$821,000 0.08% of portfolio
16,201
Q2 2023 Reduced 0.64%
$0
$791,000 0.08% of portfolio
25,028
Q2 2023 Added 51.72%
$0
$739,000 0.07% of portfolio
31,503
Q2 2023 Reduced 2.92%
$0
$708,000 0.07% of portfolio
12,880
Q2 2023 Reduced 9.87%
$0
$650,000 0.07% of portfolio
5,643
Q2 2023 Reduced 11.58%
$0
$635,000 0.06% of portfolio
1,719
Q2 2023 Reduced 29.0%
$0
$619,000 0.06% of portfolio
25,292
Q2 2023 Reduced 0.35%
$0
$545,000 0.05% of portfolio
5,108
Q2 2023 Reduced 1.2%
$85.7B
$510,000 0.05% of portfolio
2,865
Q2 2023 Added 6.11%
$0
$491,000 0.05% of portfolio
20,815
Q2 2023 Reduced 0.87%
$0
$482,000 0.05% of portfolio
6,607
Q2 2023 Reduced 26.42%
$0
$468,000 0.05% of portfolio
5,414
Q2 2023 Reduced 11.39%
$0
$438,000 0.04% of portfolio
14,297
Q2 2023 Reduced 12.97%
$0
$434,000 0.04% of portfolio
1,537
Q2 2023 Reduced 6.34%
$43.1B
$414,000 0.04% of portfolio
11,392
Q2 2023 Reduced 5.65%
$0
$400,000 0.04% of portfolio
2,302
Q2 2023 Reduced 16.11%
$0
$398,000 0.04% of portfolio
15,916
Q2 2023 Reduced 1.53%
$0
$396,000 0.04% of portfolio
16,669
Q4 2022 Added 54.39%
$0
$378,000 0.04% of portfolio
2,806
Q4 2022 Added 4.62%
$0
$376,000 0.04% of portfolio
10,926
Q2 2023 Reduced 0.83%
$0
$370,000 0.04% of portfolio
14,075
Q2 2023 Added 2.89%
$0
$355,000 0.04% of portfolio
5,046
Q1 2023 Reduced 30.04%
$0
$341,000 0.03% of portfolio
4,060
Q2 2023 Reduced 1.22%
$0
$335,000 0.03% of portfolio
3,125
Q2 2023 Reduced 2.31%
$0
$326,000 0.03% of portfolio
6,300
Q2 2023 Reduced 0.25%
$0
$306,000 0.03% of portfolio
2,837
Q2 2023 Reduced 11.78%
$0
$297,000 0.03% of portfolio
12,846
Q4 2022 Added 88.94%
$0
$290,000 0.03% of portfolio
9,000
Q1 2023 Reduced 1.28%
$0
$286,000 0.03% of portfolio
14,070
Q2 2022 New
$0
$278,000 0.03% of portfolio
11,860
Q2 2023 Added 16.95%
$0
$271,000 0.03% of portfolio
1,449
Q2 2023 Reduced 28.69%
$0
$268,000 0.03% of portfolio
10,834
Q4 2022 Added 243.83%
$0
$258,000 0.03% of portfolio
6,031
Q2 2020 New
$0
$233,000 0.02% of portfolio
5,051
Q2 2023 Reduced 59.3%
$0
$226,000 0.02% of portfolio
4,945
Q2 2023 Reduced 99.01%
$0
$221,000 0.02% of portfolio
5,963
Q2 2023 Reduced 2.39%
$0
$215,000 0.02% of portfolio
1,046
Q1 2023 Reduced 1.88%
$0
$214,000 0.02% of portfolio
10,025
Q4 2022 Added 42.7%
$0
$212,000 0.02% of portfolio
444
Q1 2022 Reduced 41.81%
$0
$207,000 0.02% of portfolio
2,500
Q2 2023 Reduced 5.41%
$0
$187,000 0.02% of portfolio
7,210
Q2 2023 Reduced 3.61%
$0
$172,000 0.02% of portfolio
1,554
Q2 2023 Added 2.78%
$0
$170,000 0.02% of portfolio
1,200
Q4 2022 Added 1.95%
$0
$169,000 0.02% of portfolio
1,000
Q2 2023 Reduced 3.1%
$0
$168,000 0.02% of portfolio
611
Q4 2022 New
$0
$165,000 0.02% of portfolio
1,000
Q1 2023 Reduced 9.5%
$0
$162,000 0.02% of portfolio
1,068
Q2 2020 Reduced 12.17%
$0
$160,000 0.02% of portfolio
2,032
Q2 2020 New
$0
$157,000 0.02% of portfolio
777
Q1 2023 Reduced 1.52%
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