Bergan Kdv Wealth Management, LLC Spdr S&P 600 Small Cap Growth Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 3 shares of SLYG stock, worth $274. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3
Previous 3
-0.0%
Holding current value
$274
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding SLYG
# of Institutions
555Shares Held
28MCall Options Held
14.1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC3.82MShares$350 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC1.86MShares$170 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.17MShares$108 Million0.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN954KShares$87.4 Million0.02% of portfolio
-
Srs Capital Advisors, Inc. Denver, CO802KShares$73.5 Million0.88% of portfolio