A detailed history of Bergan Kdv Wealth Management, LLC transactions in Cme Group Inc. stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 255 shares of CME stock, worth $60,825. This represents 0.0% of its overall portfolio holdings.

Number of Shares
255
Previous 319 20.06%
Holding current value
$60,825
Previous $61,000 22.95%
% of portfolio
0.0%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$176.67 - $195.19 $11,306 - $12,492
-64 Reduced 20.06%
255 $47,000
Q1 2023

Apr 27, 2023

BUY
$168.95 - $191.52 $7,602 - $8,618
45 Added 16.42%
319 $61,000
Q4 2022

Jan 31, 2023

SELL
$167.68 - $182.13 $167 - $182
-1 Reduced 0.36%
274 $46,000
Q2 2022

Jul 13, 2022

BUY
$188.48 - $244.3 $753 - $977
4 Added 1.48%
275 $56,000
Q4 2020

Feb 04, 2021

SELL
$149.56 - $184.94 $1,645 - $2,034
-11 Reduced 3.9%
271 $49,000
Q3 2020

Nov 05, 2020

SELL
$162.35 - $177.03 $13,475 - $14,693
-83 Reduced 22.74%
282 $47,000
Q2 2020

Aug 13, 2020

BUY
$162.01 - $192.14 $17,659 - $20,943
109 Added 42.58%
365 $59,000
Q1 2020

Apr 24, 2020

BUY
$139.54 - $223.63 $1,116 - $1,789
8 Added 3.23%
256 $44,000
Q4 2019

Feb 10, 2020

BUY
$196.95 - $216.02 $1,969 - $2,160
10 Added 4.2%
248 $50,000
Q2 2018

Jul 23, 2018

BUY
$156.38 - $173.54 $37,218 - $41,302
238 New
238 $39,000

Others Institutions Holding CME

About CME GROUP INC.


  • Ticker CME
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 359,432,992
  • Market Cap $85.7B
  • Description
  • CME Group Inc., together with its subsidiaries, operates contract markets for the trading of futures and options on futures contracts worldwide. It offers futures and options products based on interest rates, equity indexes, foreign exchange, agricultural commodities, energy, and metals, as well as fixed income products. The company also provide...
More about CME
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.