Bergan Kdv Wealth Management, LLC Ishares Tr 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 IAK
# of Institutions
158Shares Held
3.94MCall Options Held
4.4KPut Options Held
1.7K-
Morgan Stanley New York, NY428KShares$54.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA222KShares$28.3 Million0.01% of portfolio
-
Mml Investors Services, LLC Springfield, MA219KShares$27.9 Million0.1% of portfolio
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Spc Financial, Inc.168KShares$21.4 Million1.87% of portfolio
-
Bank Of America Corp Charlotte, NC155KShares$19.7 Million0.0% of portfolio