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 2,639 shares of IBMP stock, worth $66,819. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,639Holding current value
$66,819% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding IBMP
# of Institutions
157Shares Held
19.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.79MShares$45.3 Million0.0% of portfolio
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High Tower Advisors, LLC Chicago, IL970KShares$24.6 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA924KShares$23.4 Million0.01% of portfolio
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Envestnet Asset Management Inc900KShares$22.8 Million0.01% of portfolio
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Clearstead Advisors, LLC Cleveland, OH880KShares$22.3 Million0.34% of portfolio