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 $142,617. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,236
Previous 6,236
-0.0%
Holding current value
$142,617
Previous $143,000
1.4%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding IBTG
# of Institutions
258Shares Held
57MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.01MShares$91.8 Million1.58% of portfolio
-
Morgan Stanley New York, NY3.6MShares$82.2 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH3.43MShares$78.3 Million0.52% of portfolio
-
Bank Of America Corp Charlotte, NC2.7MShares$61.8 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.33MShares$53.3 Million1.1% of portfolio