Bergan Kdv Wealth Management, LLC Vaneck Morningstar Wide Moat E Call Options Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding MOAT
# of Institutions
701Shares Held
98.4MCall Options Held
31.5KPut Options Held
7.5K-
Morgan Stanley New York, NY8.66MShares$743 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC8.12MShares$697 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.88MShares$676 Million0.31% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.21MShares$276 Million0.38% of portfolio
-
Mesirow Financial Investment Management, Inc.2.64MShares$227 Million4.59% of portfolio