Bergan Kdv Wealth Management, LLC Ishares Trust Ishares Msci Glo Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 2,032 shares of SDG stock, worth $146,243. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,032
Previous 2,032
-0.0%
Holding current value
$146,243
Previous $160,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SDG
# of Institutions
129Shares Held
1.38MCall Options Held
0Put Options Held
0-
Cwm, LLC290KShares$20.9 Million0.11% of portfolio
-
Mission Wealth Management, LP118KShares$8.49 Million0.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC107KShares$7.7 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC66.2KShares$4.76 Million0.0% of portfolio
-
Dynamic Advisor Solutions LLC51.7KShares$3.72 Million0.16% of portfolio