Bergan Kdv Wealth Management, LLC Invesco Et Self Idxd Fd Tr Def Put Options Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding DEF
# of Institutions
73Shares Held
1.44MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC341KShares$00.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO147KShares$00.0% of portfolio
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Envestnet Asset Management Inc140KShares$00.0% of portfolio
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Creative Planning Overland Park, KS73.9KShares$00.0% of portfolio
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1900 Wealth Management LLC66.1KShares$00.0% of portfolio