Bergan Kdv Wealth Management, LLC Utilities Sector Spdr Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 536 shares of XLU stock, worth $42,772. This represents 0.0% of its overall portfolio holdings.
Number of Shares
536
Previous 615
12.85%
Holding current value
$42,772
Previous $41,000
14.63%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding XLU
# of Institutions
1,544Shares Held
153MCall Options Held
18.3MPut Options Held
37.5M-
Morgan Stanley New York, NY13.5MShares$1.07 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$810 Million0.07% of portfolio
-
Goldman Sachs Group Inc New York, NY7.36MShares$587 Million0.09% of portfolio
-
Bessemer Group Inc Woodbridge, NJ6.03MShares$482 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.59MShares$446 Million0.18% of portfolio