Bergan Kdv Wealth Management, LLC Affiliated Managers Group, Inc. Transaction History

Bergan Kdv Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 13, 2020	SELL	$55.36 - $81.72 $1,273 - $1,879	-23 Closed	0 $0
Q4 2019 Feb 10, 2020	BUY	$71.8 - $87.17 $1,077 - $1,307	15 Added 187.5%	23 $2,000
Q2 2019 Aug 12, 2019	SELL	$83.82 - $115.53 $586 - $808	-7 Reduced 46.67%	8 $1,000
Q4 2018 Feb 01, 2019	BUY	$90.24 - $138.0 $721 - $1,104	8 Added 114.29%	15 $1,000
Q2 2018 Jul 23, 2018	BUY	$148.67 - $183.93 $1,040 - $1,287	7 New	7 $1,000

427

30.9M

24.8K

15.1K

Ticker AMG
Exchange OTC
Sector Financial Services
Industry Asset Management
Shares Outstandng 38,226,500
Market Cap $5.92B
Description
Affiliated Managers Group, Inc., through its affiliates, operates as an asset management company providing investment management services to mutual funds, institutional clients, and high net worth individuals in the United States. It provides advisory or subadvisory services to mutual funds. These funds are distributed to retail and institutiona...

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

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