BerganKDV Wealth Management, LLC
- SEC CIK
- 0001660203
- Latest filing
- Jul 24, 2023
IVZ holding history
Invesco Ltd. in every 13F filed by BerganKDV Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
IVZ overviewAll 13F holders of IVZFull Q2 2023 holdings
- Shares (Q2 2023)
- 0
- Sold out in Q2 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2023 | 0 | $0 | 0.0% | −460−100.0% | Sold out | Holders |
| Q1 2023 | 460 | $7.54K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 460 | $8.28K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 460 | $6.00K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 460 | $7.00K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 460 | $11.0K | <0.1% | −20−4.2% | Reduced | Holders |
| Q4 2021 | 480 | $11.0K | <0.1% | +20+4.3% | Added | Holders |
| Q3 2021 | 460 | $11.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 460 | $12.0K | <0.1% | +460 | New | Holders |