BerganKDV Wealth Management’s Global X MLP ETF MLPA Stock Holding History

BerganKDV Wealth Management’s Portfolio MLPA Stock Details MLPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$24.1K	Buy	+562	New	+$23.6K	﹤0.01%	471

Other funds holding MLPA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BerganKDV Wealth Management's MLPA Position: Q2 2023 in Review

BerganKDV Wealth Management opened a new position in Global X MLP ETF (MLPA) in Q2 2023: 562 shares worth $24.1K. The stake represents ﹤0.01% of the portfolio and ranks #471 among its holdings.

178 funds tracked by Wall St. Rank hold MLPA as of Q2 2023.

BerganKDV Wealth Management held 562 shares of Global X MLP ETF worth $24.1K as of Q2 2023.
Global X MLP ETF was a new BerganKDV Wealth Management position in Q2 2023.
Global X MLP ETF made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #471 holding.
178 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.