A detailed history of Bergan Kdv Wealth Management, LLC transactions in Assurant, Inc. stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 12 shares of AIZ stock, worth $1,935. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12
Previous 12 -0.0%
Holding current value
$1,935
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 24, 2022

SELL
$22.0 - $177.49 $770 - $6,212
-35 Reduced 74.47%
12 $2,000
Q4 2020

Feb 04, 2021

BUY
$120.69 - $138.59 $4,224 - $4,850
35 Added 291.67%
47 $6,000
Q2 2020

Aug 13, 2020

BUY
$87.76 - $117.41 $1,053 - $1,408
12 New
12 $1,000

Others Institutions Holding AIZ

About ASSURANT, INC.


  • Ticker AIZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Specialty
  • Shares Outstandng 53,209,300
  • Market Cap $8.58B
  • Description
  • Assurant, Inc., together with its subsidiaries, provides lifestyle and housing solutions that support, protect, and connect consumer purchases in North America, Latin America, Europe, and the Asia Pacific. The company operates through two segments: Global Lifestyle and Global Housing. The Global Lifestyle segment offers mobile device solutions, ...
More about AIZ
Track This Portfolio

Track Bergan Kdv Wealth Management, LLC Portfolio

Follow Bergan Kdv Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.