Bergan Kdv Wealth Management, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 444 shares of MDY stock, worth $235,164. This represents 0.02% of its overall portfolio holdings.

Number of Shares
444
Previous 444 -0.0%
Holding current value
$235,164
Previous $203,000 4.43%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 09, 2022
SELL
$459.24 - $521.7 $146,497 - $166,422
-319 Reduced 41.81%
444 $218,000
Q3 2021

Nov 12, 2021
BUY
$468.36 - $506.04 $149,406 - $161,426
319 Added 71.85%
763 $367,000
Q2 2019

Aug 12, 2019
SELL
$330.13 - $361.02 $3,301 - $3,610
-10 Reduced 2.2%
444 $157,000
Q4 2018

Feb 01, 2019
BUY
$284.96 - $364.55 $2,849 - $3,645
10 Added 2.25%
454 $137,000
Q2 2018

Jul 23, 2018
BUY
$333.64 - $365.14 $148,136 - $162,122
444 New
444 $158,000

Others Institutions Holding MDY

# of Institutions
1,372
Shares Held
26.6M
Call Options Held
222K
Put Options Held
327K
View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

MDY Quotes by TradingView
  • Ticker MDY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about MDY
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