Bergan Kdv Wealth Management, LLC Ishares Tr Ibonds December 202 Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 2,632 shares of IBMO stock, worth $66,931. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,632Holding current value
$66,931% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding IBMO
# of Institutions
170Shares Held
17.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.56MShares$39.7 Million0.0% of portfolio
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Mercer Global Advisors Inc Denver, CO993KShares$25.2 Million0.06% of portfolio
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Envestnet Asset Management Inc925KShares$23.5 Million0.01% of portfolio
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Morgan Stanley New York, NY806KShares$20.5 Million0.0% of portfolio
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Clearstead Advisors, LLC Cleveland, OH798KShares$20.3 Million0.32% of portfolio