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 $1.91 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
33,174
Previous 19,602 69.24%
Holding current value
$1.91 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
112
Shares Held
4.94M
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
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.

Choose your preferred platform and Sign Up 👇 Telegram Email