Bergan Kdv Wealth Management, LLC Invesco S&P Smallcap Consumer Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 13, 2020	SELL	$60.0 - $77.8 $2,940 - $3,812	-49 Closed	0 $0
Q1 2020 Apr 24, 2020	BUY	$55.52 - $79.56 $2,720 - $3,898	49 New	49 $3,000

Others Institutions Holding PSCC

# of Institutions

42

Shares Held

553K

Call Options Held

0

Put Options Held

0

Pacific Sun Financial Corp

56K
Shares

$2.06 Million
1.25% of portfolio
Cambridge Investment Research Advisors, Inc.

51.2K
Shares

$1.88 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

47K
Shares

$1.72 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

43.2K
Shares

$1.58 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

36.6K
Shares

$1.34 Million
0.0% of portfolio

About INVESCO S&P SMALLCAP CONSUMER

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