Bergan Kdv Wealth Management, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 6,386 shares of IBTH stock, worth $142,535. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,386
Previous 6,386
-0.0%
Holding current value
$142,535
Previous $144,000
2.08%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding IBTH
# of Institutions
184Shares Held
29.9MCall Options Held
0Put Options Held
0-
Globalt Investments LLC / Ga Atlanta, GA3.18MShares$71.1 Million2.81% of portfolio
-
Morgan Stanley New York, NY3.16MShares$70.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.45MShares$32.5 Million0.0% of portfolio
-
Confluence Investment Management LLC1.38MShares$30.9 Million0.46% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.3MShares$29 Million0.21% of portfolio