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 $67,300. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,632Holding current value
$67,300% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding IBMO
# of Institutions
193Shares Held
19.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.75MShares$44.7 Million0.0% of portfolio
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Envestnet Asset Management Inc949KShares$24.3 Million0.01% of portfolio
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Mercer Global Advisors Inc Denver, CO866KShares$22.2 Million0.05% of portfolio
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Clearstead Advisors, LLC Cleveland, OH863KShares$22.1 Million0.34% of portfolio
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Wilbanks Smith & Thomas Asset Management LLC724KShares$18.5 Million0.52% of portfolio