Bergan Kdv Wealth Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 40,566 shares of LMBS stock, worth $2.02 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
40,566
Previous 41,807 2.97%
Holding current value
$2.02 Million
Previous $2 Million 3.4%
% of portfolio
0.19%
Previous 0.21%

Shares

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

Jul 24, 2023
SELL
$47.5 - $48.33 $58,947 - $59,977
-1,241 Reduced 2.97%
40,566 $1.93 Million
Q1 2023

Apr 27, 2023
BUY
$47.34 - $48.21 $69,542 - $70,820
1,469 Added 3.64%
41,807 $2 Million
Q4 2022

Jan 31, 2023
BUY
$46.64 - $47.85 $4,197 - $4,306
90 Added 0.22%
40,338 $1.91 Million
Q3 2022

Oct 24, 2022
SELL
$47.35 - $48.58 $1.39 Million - $1.43 Million
-29,382 Reduced 42.2%
40,248 $1.91 Million
Q2 2022

Jul 13, 2022
BUY
$47.98 - $48.96 $171,240 - $174,738
3,569 Added 5.4%
69,630 $3.36 Million
Q1 2022

May 09, 2022
BUY
$48.85 - $50.03 $237,411 - $243,145
4,860 Added 7.94%
66,061 $3.23 Million
Q4 2021

Jan 28, 2022
BUY
$49.97 - $50.67 $162,152 - $164,424
3,245 Added 5.6%
61,201 $3.06 Million
Q3 2021

Nov 12, 2021
SELL
$50.52 - $50.94 $614,424 - $619,532
-12,162 Reduced 17.35%
57,956 $2.93 Million
Q2 2021

Aug 10, 2021
SELL
$50.83 - $51.19 $565,331 - $569,335
-11,122 Reduced 13.69%
70,118 $3.57 Million
Q1 2021

May 11, 2021
BUY
$51.0 - $51.58 $177,072 - $179,085
3,472 Added 4.46%
81,240 $4.15 Million
Q4 2020

Feb 04, 2021
BUY
$51.39 - $51.73 $147,335 - $148,309
2,867 Added 3.83%
77,768 $4 Million
Q3 2020

Nov 05, 2020
BUY
$51.62 - $51.89 $436,189 - $438,470
8,450 Added 12.72%
74,901 $3.87 Million
Q2 2020

Aug 13, 2020
BUY
$51.33 - $51.83 $835,447 - $843,585
16,276 Added 32.44%
66,451 $3.43 Million
Q1 2020

Apr 24, 2020
SELL
$49.9 - $52.72 $557,882 - $589,409
-11,180 Reduced 18.22%
50,175 $2.56 Million
Q4 2019

Feb 10, 2020
BUY
$51.73 - $52.15 $324,088 - $326,719
6,265 Added 11.37%
61,355 $3.18 Million
Q3 2019

Nov 08, 2019
BUY
$51.68 - $52.09 $135,246 - $136,319
2,617 Added 4.99%
55,090 $2.86 Million
Q2 2019

Aug 12, 2019
BUY
$51.22 - $51.68 $647,011 - $652,821
12,632 Added 31.71%
52,473 $2.71 Million
Q1 2019

May 09, 2019
BUY
$51.01 - $51.34 $489,491 - $492,658
9,596 Added 31.73%
39,841 $2.04 Million
Q4 2018

Feb 01, 2019
BUY
$50.81 - $51.07 $20,171 - $20,274
397 Added 1.33%
30,245 $1.54 Million
Q3 2018

Nov 09, 2018
BUY
$50.94 - $51.29 $84,254 - $84,833
1,654 Added 5.87%
29,848 $1.52 Million
Q2 2018

Jul 23, 2018
BUY
$51.03 - $51.43 $91,598 - $92,316
1,795 Added 6.8%
28,194 $1.44 Million
Q1 2018

May 03, 2018
BUY
$51.29 - $51.74 $30,927 - $31,199
603 Added 2.34%
26,399 $1.36 Million
Q4 2017

Jan 16, 2018
SELL
$51.63 - $52.04 $97,890 - $98,667
-1,896 Reduced 6.85%
25,796 $1.33 Million
Q3 2017

Oct 18, 2017
BUY
$51.97 - $51.99 $1.44 Million - $1.44 Million
27,692
27,692 $1.44 Million

Others Institutions Holding LMBS

# of Institutions
466
Shares Held
85.5M
Call Options Held
6.7K
Put Options Held
0
View Full List

About FIRST TR ETF FD IV FIRST TR LO

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