Bergan Kdv Wealth Management, LLC Invesco S&P 500 Equal Weight E Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 145 shares of RSP stock, worth $26,073. This represents 0.0% of its overall portfolio holdings.
Number of Shares
145
Previous 204
28.92%
Holding current value
$26,073
Previous $29,000
27.59%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding RSP
# of Institutions
2,061Shares Held
282MCall Options Held
8.9MPut Options Held
17.2M-
Morgan Stanley New York, NY28.8MShares$5.18 Billion0.36% of portfolio
-
Northwestern Mutual Wealth Management CO23.2MShares$4.16 Billion3.44% of portfolio
-
Bank Of America Corp Charlotte, NC21.7MShares$3.89 Billion0.32% of portfolio
-
Invesco Ltd. Atlanta, GA9.99MShares$1.8 Billion0.34% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.49MShares$1.53 Billion2.36% of portfolio