Bergan Kdv Wealth Management, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
Shares
4 transactions
Others Institutions Holding MDYV
# of Institutions
359Shares Held
27.6MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.36MShares$512 Million1.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.71MShares$138 Million0.28% of portfolio
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Lpl Financial LLC Fort Mill, SC1.2MShares$96.9 Million0.04% of portfolio
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Lutz Financial Services LLC676KShares$54.4 Million4.3% of portfolio
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Tiaa Trust, National Association Charlotte, NC591KShares$47.6 Million0.13% of portfolio