Bergan Kdv Wealth Management, LLC Fidelity Covington Tr Msci Con Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
Shares
4 transactions
Others Institutions Holding FDIS
# of Institutions
244Shares Held
10.5MCall Options Held
3.6KPut Options Held
0-
Bank Of America Corp Charlotte, NC1.69MShares$155 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.38MShares$127 Million0.62% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.27MShares$116 Million0.02% of portfolio
-
Richard Bernstein Advisors LLC979KShares$89.6 Million2.17% of portfolio
-
Ae Wealth Management LLC583KShares$53.3 Million0.55% of portfolio