Bergan Kdv Wealth Management, LLC Invesco ETF Tr Ii Natl Amt Fre Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Invesco ETF Tr Ii Natl Amt Fre stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 20,815 shares of PZA stock, worth $487,279. This represents 0.05% of its overall portfolio holdings.

Number of Shares
20,815
Previous 20,998 0.87%
Holding current value
$487,279
Previous $497,000 1.21%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jul 24, 2023
SELL
$23.03 - $24.11 $4,214 - $4,412
-183 Reduced 0.87%
20,815 $491,000
Q1 2023

Apr 27, 2023
BUY
$22.96 - $24.09 $288,079 - $302,257
12,547 Added 148.47%
20,998 $497,000
Q4 2022

Jan 31, 2023
SELL
$21.69 - $23.55 $287,088 - $311,707
-13,236 Reduced 61.03%
8,451 $193,000
Q3 2022

Oct 24, 2022
BUY
$22.08 - $24.28 $9,648 - $10,610
437 Added 2.06%
21,687 $479,000
Q2 2022

Jul 13, 2022
SELL
$22.84 - $24.92 $19,391 - $21,157
-849 Reduced 3.84%
21,250 $498,000
Q1 2022

May 09, 2022
BUY
$24.8 - $27.06 $28,693 - $31,308
1,157 Added 5.52%
22,099 $551,000
Q4 2021

Jan 28, 2022
BUY
$26.7 - $27.14 $79,085 - $80,388
2,962 Added 16.47%
20,942 $568,000
Q3 2021

Nov 12, 2021
BUY
$26.86 - $27.5 $47,515 - $48,647
1,769 Added 10.91%
17,980 $483,000
Q2 2021

Aug 10, 2021
SELL
$26.8 - $27.43 $9,942 - $10,176
-371 Reduced 2.24%
16,211 $442,000
Q1 2021

May 11, 2021
BUY
$26.56 - $27.38 $43,345 - $44,684
1,632 Added 10.92%
16,582 $444,000
Q4 2020

Feb 04, 2021
BUY
$26.3 - $27.16 $18,199 - $18,794
692 Added 4.85%
14,950 $405,000
Q3 2020

Nov 05, 2020
BUY
$26.54 - $27.18 $20,993 - $21,499
791 Added 5.87%
14,258 $380,000
Q2 2020

Aug 13, 2020
BUY
$24.84 - $26.61 $34,080 - $36,508
1,372 Added 11.34%
13,467 $358,000
Q1 2020

Apr 24, 2020
SELL
$21.55 - $27.52 $12,111 - $15,466
-562 Reduced 4.44%
12,095 $312,000
Q4 2019

Feb 10, 2020
BUY
$26.26 - $26.74 $28,071 - $28,585
1,069 Added 9.23%
12,657 $335,000
Q3 2019

Nov 08, 2019
SELL
$26.12 - $26.84 $4,362 - $4,482
-167 Reduced 1.42%
11,588 $308,000
Q2 2019

Aug 12, 2019
BUY
$25.53 - $26.16 $83,687 - $85,752
3,278 Added 38.67%
11,755 $307,000
Q1 2019

May 09, 2019
BUY
$24.89 - $25.69 $67,675 - $69,851
2,719 Added 47.22%
8,477 $218,000
Q4 2018

Feb 01, 2019
SELL
$24.38 - $24.99 $102,005 - $104,558
-4,184 Reduced 42.08%
5,758 $144,000
Q3 2018

Nov 09, 2018
SELL
$24.7 - $25.31 $157,166 - $161,047
-6,363 Reduced 39.02%
9,942 $246,000
Q2 2018

Jul 23, 2018
BUY
$24.86 - $25.29 $405,342 - $412,353
16,305 New
16,305 $410,000

Others Institutions Holding PZA

# of Institutions
238
Shares Held
84.1M
Call Options Held
4.7K
Put Options Held
35K
View Full List

About INVESCO ETF TR II NATL AMT-FRE

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