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

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 9,000 shares of FNDF stock, worth $403,110. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,000
Previous 9,000 -0.0%
Holding current value
$403,110
Previous $281,000 3.2%
% of portfolio
0.03%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 27, 2023
SELL
$29.24 - $31.97 $3,421 - $3,740
-117 Reduced 1.28%
9,000 $281,000
Q4 2022

Jan 31, 2023
BUY
$25.2 - $30.35 $2,948 - $3,550
117 Added 1.3%
9,117 $265,000
Q1 2022

May 09, 2022
SELL
$29.7 - $34.12 $1,722 - $1,978
-58 Reduced 0.64%
9,000 $290,000
Q4 2021

Jan 28, 2022
SELL
$31.55 - $34.05 $22,905 - $24,720
-726 Reduced 7.42%
9,058 $294,000
Q3 2021

Nov 12, 2021
BUY
$31.76 - $33.8 $24,899 - $26,499
784 Added 8.71%
9,784 $321,000
Q1 2021

May 11, 2021
SELL
$29.41 - $32.7 $23,998 - $26,683
-816 Reduced 8.31%
9,000 $289,000
Q4 2020

Feb 04, 2021
BUY
$23.78 - $29.52 $19,404 - $24,088
816 Added 9.07%
9,816 $287,000
Q2 2020

Aug 13, 2020
BUY
$19.97 - $25.75 $179,730 - $231,750
9,000 New
9,000 $214,000
Q1 2020

Apr 24, 2020
SELL
$18.2 - $29.21 $18,145 - $29,122
-997 Closed
0 $0
Q4 2019

Feb 10, 2020
SELL
$26.73 - $29.12 $219,480 - $239,104
-8,211 Reduced 89.17%
997 $29,000
Q3 2019

Nov 08, 2019
SELL
$27.2 - $27.92 $7,262 - $7,454
-267 Reduced 2.82%
9,208 $254,000
Q1 2018

May 03, 2018
BUY
N/A
2,381 Added 33.56%
9,475 $284,000
Q3 2017

Oct 18, 2017
BUY
N/A
7,094
7,094 $212,000

Others Institutions Holding FNDF

# of Institutions
757
Shares Held
309M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL INTL LARGE

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