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 $2.15 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

33,174

Previous 19,602 69.24%

Holding current value

$2.15 Million

Previous $772,000 84.97%

% of portfolio

0.14%

Previous 0.08%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

123

Shares Held

5.33M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR SPDR S&P 500 ESG E

Ticker EFIV
Sector Technology

More about EFIV

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