Bergan Kdv Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter 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 Dec 2026 Ter stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 6,236 shares of IBTG stock, worth $142,804. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,236
Previous 6,236
-0.0%
Holding current value
$142,804
Previous $143,000
1.4%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding IBTG
# of Institutions
313Shares Held
78.6MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC4.99MShares$114 Million0.49% of portfolio
-
Morgan Stanley New York, NY3.9MShares$89.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$81.8 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$70.9 Million1.6% of portfolio