BerganKDV Wealth Management, LLC - CLAYMORE EXCHANGE TRD FD TR ownership

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of CLAYMORE EXCHANGE TRD FD TR
ValueSharesWeighting
Q4 2017$19,634,000
+8.5%
422,140
+2.9%
4.68%
+3.3%
Q3 2017$18,097,000
+1.5%
410,191
-1.9%
4.53%
-10.5%
Q2 2017$17,825,000
+4.1%
417,971
+1.1%
5.06%
-0.5%
Q1 2017$17,117,000
-4.9%
413,419
-10.6%
5.09%
-15.1%
Q4 2016$17,994,000
+5.8%
462,562
+6.1%
5.99%
+1.9%
Q3 2016$17,014,000
-3.8%
435,799
-4.9%
5.88%
+33.2%
Q2 2016$17,688,000
+241.3%
458,330
+228.7%
4.42%
+42.0%
Q1 2016$5,183,000139,4553.11%
Other shareholders
CLAYMORE EXCHANGE TRD FD TR shareholders Q3 2023
NameSharesValueWeighting ↓
Sharkey, Howes & Javer 61,025$2,139,0001.65%
J.P. Turner & Co Capital Mnagement, LLC 17,559$617,0000.64%
Bank Pictet & Cie (Europe) AG 43,416$1,517,0000.35%
B. Riley Wealth Advisors, Inc. 38,014$1,329,0000.32%
CWM, LLC 64,021$2,237,0000.22%
Investors Capital Advisory Services 17,890$625,0000.12%
VICUS CAPITAL 11,546$403,0000.11%
INVESTMENT CENTERS OF AMERICA INC 10,428$365,0000.06%
ETRADE Capital Management LLC 25,686$897,0000.06%
Carnegie Capital Asset Management, LLC 8,821$323,0000.06%
View complete list of CLAYMORE EXCHANGE TRD FD TR shareholders