Bergan Kdv Wealth Management, LLC Schwab Fundamental Intl Small Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

Shares

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

Jan 31, 2023
BUY
$26.94 - $32.1 $2,424 - $2,889
90 New
90 $2,000
Q1 2022

May 09, 2022
SELL
$33.24 - $38.0 $1,130 - $1,292
-34 Closed
0 $0
Q4 2021

Jan 28, 2022
SELL
$36.2 - $39.91 $12,561 - $13,848
-347 Reduced 91.08%
34 $1,000
Q3 2021

Nov 12, 2021
BUY
$37.86 - $40.67 $14,424 - $15,495
381 New
381 $15,000
Q1 2021

May 11, 2021
SELL
$34.77 - $38.23 $16,028 - $17,624
-461 Closed
0 $0
Q4 2020

Feb 04, 2021
BUY
$29.1 - $34.92 $13,415 - $16,098
461 New
461 $16,000
Q3 2020

Nov 05, 2020
SELL
$27.57 - $30.61 $14,391 - $15,978
-522 Closed
0 $0
Q2 2020

Aug 13, 2020
BUY
$22.23 - $29.49 $11,604 - $15,393
522 New
522 $14,000
Q1 2020

Apr 24, 2020
SELL
$20.56 - $33.46 $8,635 - $14,053
-420 Closed
0 $0
Q4 2019

Feb 10, 2020
BUY
$30.12 - $33.25 $12,650 - $13,965
420 New
420 $14,000
Q3 2019

Nov 08, 2019
SELL
$30.43 - $31.22 $2,951 - $3,028
-97 Closed
0 $0
Q2 2018

Jul 23, 2018
BUY
N/A
97 New
97 $3,000

Others Institutions Holding FNDC

# of Institutions
240
Shares Held
59.4M
Call Options Held
1K
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL INTL SMALL

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