Bergan Kdv Wealth Management, LLC First Trust Dorsey Wright Focu Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 374 shares of FV stock, worth $21,946. This represents 0.0% of its overall portfolio holdings.
Number of Shares
374Holding current value
$21,946% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding FV
# of Institutions
353Shares Held
46MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.66MShares$391 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC4.47MShares$262 Million0.11% of portfolio
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Wells Fargo & Company San Francisco, CA4.09MShares$240 Million0.06% of portfolio
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Commonwealth Equity Services, LLC2.85MShares$167 Million0.25% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.66MShares$156 Million0.06% of portfolio