Bergan Kdv Wealth Management, LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 33,174 shares of EFIV stock, worth $1.84 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
33,174
Previous 19,602 69.24%
Holding current value
$1.84 Million
Previous $772,000 84.97%
% of portfolio
0.14%
Previous 0.08%

Shares

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

Jul 24, 2023
BUY
$39.12 - $43.05 $530,936 - $584,274
13,572 Added 69.24%
33,174 $1.43 Million
Q1 2023

Apr 27, 2023
BUY
$36.26 - $39.92 $1,124 - $1,237
31 Added 0.16%
19,602 $772,000
Q4 2022

Jan 31, 2023
BUY
$34.22 - $39.09 $54,204 - $61,918
1,584 Added 8.81%
19,571 $717,000
Q3 2022

Oct 24, 2022
BUY
$34.04 - $41.19 $987 - $1,194
29 Added 0.16%
17,987 $612,000
Q2 2022

Jul 13, 2022
BUY
$35.19 - $43.89 $1,794 - $2,238
51 Added 0.28%
17,958 $651,000
Q1 2022

May 09, 2022
BUY
$39.96 - $45.62 $23,296 - $26,596
583 Added 3.37%
17,907 $778,000
Q4 2021

Jan 28, 2022
BUY
$40.27 - $45.59 $134,300 - $152,042
3,335 Added 23.84%
17,324 $785,000
Q3 2021

Nov 12, 2021
BUY
$39.85 - $42.51 $248,544 - $265,134
6,237 Added 80.46%
13,989 $564,000
Q2 2021

Aug 10, 2021
BUY
$37.32 - $40.14 $34,707 - $37,330
930 Added 13.63%
7,752 $311,000
Q1 2021

May 11, 2021
BUY
$34.36 - $36.95 $208,737 - $224,471
6,075 Added 813.25%
6,822 $252,000
Q3 2020

Nov 05, 2020
BUY
$30.07 - $33.78 $22,462 - $25,233
747 New
747 $24,000

Others Institutions Holding EFIV

# of Institutions
107
Shares Held
4.64M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR S&P 500 ESG E

EFIV Quotes by TradingView
  • Ticker EFIV
  • Sector Technology
More about EFIV
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