Bergan Kdv Wealth Management, LLC Invesco Et Self Idxd Fd Tr Def Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Invesco Et Self Idxd Fd Tr Def stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 153,820 shares of DEF stock, worth $0. This represents 1.07% of its overall portfolio holdings.

Number of Shares
153,820
Previous 154,514 0.45%
Holding current value
$0
Previous $10.4 Million 2.45%
% of portfolio
1.07%
Previous 1.07%

Shares

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

Jul 24, 2023
SELL
$65.07 - $69.25 $45,158 - $48,059
-694 Reduced 0.45%
153,820 $10.7 Million
Q1 2023

Apr 27, 2023
BUY
$64.13 - $69.07 $102,223 - $110,097
1,594 Added 1.04%
154,514 $10.4 Million
Q4 2022

Jan 31, 2023
SELL
$65.44 - $70.48 $25,979 - $27,980
-397 Reduced 0.26%
152,920 $10.2 Million
Q3 2022

Oct 24, 2022
BUY
N/A
522 Added 0.34%
153,317 $9.23 Million
Q2 2022

Jul 13, 2022
BUY
N/A
3,110 Added 2.08%
152,795 $9.73 Million
Q1 2022

May 09, 2022
SELL
N/A
-45,372 Reduced 23.26%
149,685 $10.5 Million
Q4 2021

Jan 28, 2022
SELL
N/A
-871 Reduced 0.44%
195,057 $14.3 Million
Q3 2021

Nov 12, 2021
BUY
N/A
3,100 Added 1.61%
195,928 $12.9 Million
Q2 2021

Aug 10, 2021
BUY
N/A
5,916 Added 3.17%
192,828 $12.7 Million
Q1 2021

May 11, 2021
BUY
N/A
4,219 Added 2.31%
186,912 $11.4 Million
Q4 2020

Feb 04, 2021
SELL
N/A
-2,773 Reduced 1.5%
182,693 $10.8 Million
Q3 2020

Nov 05, 2020
SELL
N/A
-12,126 Reduced 6.14%
185,466 $10.3 Million
Q2 2020

Aug 13, 2020
SELL
N/A
-12,616 Reduced 6.0%
197,592 $10.2 Million
Q1 2020

Apr 24, 2020
SELL
N/A
-11,873 Reduced 5.35%
210,208 $9.41 Million
Q4 2019

Feb 10, 2020
SELL
N/A
-11,558 Reduced 4.95%
222,081 $12.4 Million
Q3 2019

Nov 08, 2019
SELL
N/A
-85,506 Reduced 26.79%
233,639 $12.7 Million
Q2 2019

Aug 12, 2019
SELL
N/A
-54,941 Reduced 14.69%
319,145 $16.9 Million
Q1 2019

May 09, 2019
SELL
N/A
-3,663 Reduced 0.97%
374,086 $18.7 Million
Q4 2018

Feb 01, 2019
BUY
N/A
3,437 Added 0.92%
377,749 $16.6 Million
Q3 2018

Nov 09, 2018
SELL
N/A
-19,359 Reduced 4.92%
374,312 $18.7 Million
Q2 2018

Jul 23, 2018
BUY
N/A
393,671 New
393,671 $18.3 Million

Others Institutions Holding DEF

# of Institutions
72
Shares Held
1.55M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ET SELF IDXD FD TR DEF

DEF Quotes by TradingView
  • Ticker DEF
  • Sector ETFs
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More about DEF
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