Bergan Kdv Wealth Management, LLC Wisdomtree Tr U.S Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 10,496 shares of DHS stock, worth $1.05 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
10,496
Previous 10,496 -0.0%
Holding current value
$1.05 Million
Previous $863,000 3.24%
% of portfolio
0.08%
Previous 0.09%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 31, 2023
SELL
$77.6 - $89.39 $39,576 - $45,588
-510 Reduced 4.63%
10,496 $903,000
Q3 2022

Oct 24, 2022
SELL
$75.81 - $87.12 $571,607 - $656,884
-7,540 Reduced 40.66%
11,006 $834,000
Q2 2022

Jul 13, 2022
BUY
$80.0 - $91.19 $574,640 - $655,017
7,183 Added 63.21%
18,546 $1.53 Million
Q1 2022

May 09, 2022
SELL
$82.52 - $88.81 $592,741 - $637,922
-7,183 Reduced 38.73%
11,363 $1 Million
Q2 2021

Aug 10, 2021
SELL
$76.59 - $80.99 $400,718 - $423,739
-5,232 Reduced 22.0%
18,546 $1.45 Million
Q1 2021

May 11, 2021
SELL
$68.47 - $76.8 $7,257 - $8,140
-106 Reduced 0.44%
23,778 $1.81 Million
Q4 2020

Feb 04, 2021
BUY
$60.36 - $71.22 $349,605 - $412,506
5,792 Added 32.01%
23,884 $1.66 Million
Q3 2020

Nov 05, 2020
SELL
$60.76 - $65.86 $356,600 - $386,532
-5,869 Reduced 24.49%
18,092 $1.13 Million
Q1 2020

Apr 24, 2020
BUY
$48.28 - $77.44 $123,548 - $198,168
2,559 Added 11.96%
23,961 $1.36 Million
Q4 2019

Feb 10, 2020
BUY
$72.3 - $77.34 $1.55 Million - $1.66 Million
21,402 New
21,402 $1.64 Million
Q3 2019

Nov 08, 2019
SELL
$73.41 - $74.68 $7,120 - $7,243
-97 Closed
0 $0
Q2 2019

Aug 12, 2019
SELL
N/A
-3,284 Reduced 97.13%
97 $7,000
Q1 2019

May 09, 2019
SELL
N/A
-137 Reduced 3.89%
3,381 $245,000
Q4 2018

Feb 01, 2019
SELL
N/A
-614 Reduced 14.86%
3,518 $229,000
Q3 2018

Nov 09, 2018
BUY
N/A
226 Added 5.79%
4,132 $298,000
Q2 2018

Jul 23, 2018
SELL
N/A
-32 Reduced 0.81%
3,906 $273,000
Q1 2018

May 03, 2018
SELL
N/A
-3,672 Reduced 48.25%
3,938 $268,000
Q4 2017

Jan 16, 2018
BUY
N/A
4,564 Added 149.84%
7,610 $554,000
Q3 2017

Oct 18, 2017
BUY
N/A
3,046
3,046 $213,000

Others Institutions Holding DHS

# of Institutions
222
Shares Held
5.71M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S

DHS Quotes by TradingView
  • Ticker DHS
  • Sector ETFs
  • Industry ETFs
More about DHS
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