Bergan Kdv Wealth Management, LLC Fidelity Covington Tr Msci Con 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 |
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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
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Lido Advisors, LLC Los Angeles, CA1.38MShares$127 Million0.62% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA1.27MShares$116 Million0.02% of portfolio
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Richard Bernstein Advisors LLC979KShares$89.6 Million2.17% of portfolio
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Ae Wealth Management LLC583KShares$53.3 Million0.55% of portfolio