Bergan Kdv Wealth Management, LLC Spdr Portfolio Short Term Corp 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 SPSB
# of Institutions
565Shares Held
191MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS37.1MShares$1.11 Billion1.12% of portfolio
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Jpmorgan Chase & CO New York, NY19.1MShares$570 Million0.05% of portfolio
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Valmark Advisers, Inc.7.37MShares$220 Million3.52% of portfolio
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Lpl Financial LLC Fort Mill, SC5.38MShares$160 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC5.02MShares$150 Million0.01% of portfolio