Bergan Kdv Wealth Management, LLC Global X Fds Cybersecurity ETF Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$28.84 - $33.28 $1,442 - $1,664	-50 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$25.32 - $29.45 $1,266 - $1,472	50 New	50 $1,000

Others Institutions Holding BUG

# of Institutions

182

Shares Held

9.81M

Call Options Held

82.7K

Put Options Held

72.5K

Moss Adams Wealth Advisors LLC Seattle, WA

1.31M
Shares

$39.7 Million
5.35% of portfolio
Lpl Financial LLC Fort Mill, SC

661K
Shares

$20 Million
0.01% of portfolio
Morgan Stanley New York, NY

583K
Shares

$17.7 Million
0.0% of portfolio
Edmond De Rothschild Holding S.A. Chambesy, V8

416K
Shares

$12.6 Million
0.22% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

413K
Shares

$12.5 Million
0.01% of portfolio

About GLOBAL X FDS CYBERSECURITY ETF

Ticker BUG
Sector ETFs
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