Bergan Kdv Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 1,113 shares of SDY stock, worth $144,055. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,113
Previous 1,113
-0.0%
Holding current value
$144,055
Previous $137,000
0.73%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SDY
# of Institutions
1,326Shares Held
73.2MCall Options Held
42.1KPut Options Held
37.4K-
Bank Of America Corp Charlotte, NC7.72MShares$999 Million0.09% of portfolio
-
Morgan Stanley New York, NY4.79MShares$620 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.01MShares$390 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.86MShares$370 Million0.16% of portfolio
-
Joel Isaacson & Co., LLC2.52MShares$326 Million15.22% of portfolio