BW
| |
BerganKDV Wealth Management, LLC13F | |
BerganKDV Wealth Management, LLC | |
Last update 2023-07-24 | 862 Stocks (54 new) |
Value $1.00 Bil | Turnover 5 % |
Portfolio Report |
BerganKDV Wealth Management, LLC's Top Stock Picks
View Full List
Ticker |
---|
Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
BerganKDV Wealth Management, LLC Total Holding History ($B)
BerganKDV Wealth Management, LLC's Asset Allocation
BerganKDV Wealth Management, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
---|---|---|---|---|
Top Ranked Articles
- 1
BerganKDV Wealth Management, LLC's Hypothetical Growth since 2023-06-30
BerganKDV Wealth Management, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
---|
BerganKDV Wealth Management, LLC's Holdings Heat Map
Size field:
BerganKDV Wealth Management, LLC's Holdings Bubble Chart
BerganKDV Wealth Management, LLC News
- 1