Bergan Kdv Wealth Management, LLC Williams Sonoma Inc Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Williams Sonoma Inc stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 786 shares of WSM stock, worth $147,477. This represents 0.01% of its overall portfolio holdings.
Number of Shares
786
Previous 803
2.12%
Holding current value
$147,477
Previous $97,000
1.03%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding WSM
# of Institutions
907Shares Held
102MCall Options Held
1.45MPut Options Held
1.79M-
Vanguard Group Inc Valley Forge, PA13.1MShares$2.45 Billion0.04% of portfolio
-
Aristotle Capital Management, LLC Los Angeles, CA9.11MShares$1.71 Billion2.73% of portfolio
-
Blackhill Capital Inc Morristown, NJ7.81MShares$1.47 Billion69.78% of portfolio
-
Black Rock Inc. New York, NY7.66MShares$1.44 Billion0.05% of portfolio
-
State Street Corp Boston, MA5.33MShares$1 Billion0.03% of portfolio
About WILLIAMS SONOMA INC
- Ticker WSM
- Exchange NYSE
- Sector Consumer Cyclical
- Industry Specialty Retail
- Shares Outstandng 66,711,400
- Market Cap $12.5B
- Description
- Williams-Sonoma, Inc. operates as an omni-channel specialty retailer of various products for home. It offers cooking, dining, and entertaining products, such as cookware, tools, electrics, cutlery, tabletop and bar, outdoor, furniture, and a library of cookbooks under the Williams Sonoma Home brand, as well as home furnishings and decorative acc...