Bergan Kdv Wealth Management, LLC Proshares Short Msci Eafe Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Proshares Short Msci Eafe stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 1,140 shares of EFZ stock, worth $18,661. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,140
Previous 1,625 29.85%
Holding current value
$18,661
Previous $29,000 31.03%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 24, 2023
SELL
$17.85 - $18.88 $8,657 - $9,156
-485 Reduced 29.85%
1,140 $20,000
Q1 2023

Apr 27, 2023
SELL
$18.25 - $19.85 $1,131 - $1,230
-62 Reduced 3.68%
1,625 $29,000
Q4 2022

Jan 31, 2023
BUY
$19.43 - $22.13 $1,204 - $1,372
62 Added 3.82%
1,687 $33,000
Q3 2022

Oct 24, 2022
BUY
N/A
485 Added 42.54%
1,625 $38,000
Q4 2021

Jan 28, 2022
SELL
N/A
-125 Reduced 9.88%
1,140 $20,000
Q3 2021

Nov 12, 2021
BUY
N/A
104 Added 8.96%
1,265 $23,000
Q4 2020

Feb 04, 2021
BUY
N/A
159 Added 15.87%
1,161 $24,000
Q3 2020

Nov 05, 2020
BUY
N/A
1,002 New
1,002 $24,000

Others Institutions Holding EFZ

# of Institutions
21
Shares Held
1.1M
Call Options Held
10.4K
Put Options Held
0
View Full List

About PROSHARES SHORT MSCI EAFE

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