Bergan Kdv Wealth Management, LLC Invesco S&P Smallcap Momentum Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
Shares
2 transactions
Others Institutions Holding XSMO
# of Institutions
208Shares Held
15.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.79MShares$106 Million0.05% of portfolio
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Envestnet Asset Management Inc1.34MShares$79.1 Million0.03% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.05MShares$61.9 Million0.17% of portfolio
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Cetera Investment Advisers Schaumburg, IL1.03MShares$60.9 Million0.15% of portfolio
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Morgan Stanley New York, NY827KShares$48.8 Million0.0% of portfolio