Bergan Kdv Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 1,113 shares of SDY stock, worth $148,618. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,113
Previous 1,113 -0.0%
Holding current value
$148,618
Previous $137,000 0.73%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2018

Nov 09, 2018
SELL
N/A
-22 Reduced 1.94%
1,113 $109,000
Q2 2018

Jul 23, 2018
BUY
N/A
1,135 New
1,135 $105,000

Others Institutions Holding SDY

# of Institutions
1,264
Shares Held
68.8M
Call Options Held
51K
Put Options Held
46.5K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

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