Bergan Kdv Wealth Management, LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 8,055 shares of SMMU stock, worth $407,019. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,055
Previous 8,055 -0.0%
Holding current value
$407,019
Previous $400,000 0.5%
% of portfolio
0.04%
Previous 0.04%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 27, 2023
BUY
$49.23 - $49.88 $19,052 - $19,303
387 Added 5.05%
8,055 $400,000
Q4 2022

Jan 31, 2023
SELL
$48.58 - $49.5 $26,427 - $26,928
-544 Reduced 6.62%
7,668 $377,000
Q3 2022

Oct 24, 2022
SELL
$48.8 - $50.02 $29,768 - $30,512
-610 Reduced 6.91%
8,212 $401,000
Q2 2022

Jul 13, 2022
SELL
$49.13 - $49.94 $19,258 - $19,576
-392 Reduced 4.25%
8,822 $438,000
Q1 2022

May 09, 2022
BUY
$49.9 - $51.25 $17,964 - $18,450
360 Added 4.07%
9,214 $461,000
Q4 2021

Jan 28, 2022
BUY
$51.2 - $51.31 $70,912 - $71,064
1,385 Added 18.54%
8,854 $454,000
Q3 2021

Nov 12, 2021
BUY
$51.3 - $51.55 $41,399 - $41,600
807 Added 12.11%
7,469 $383,000
Q2 2021

Aug 10, 2021
SELL
$51.33 - $51.53 $4,568 - $4,586
-89 Reduced 1.32%
6,662 $343,000
Q1 2021

May 11, 2021
BUY
$51.24 - $51.61 $11,785 - $11,870
230 Added 3.53%
6,751 $347,000
Q4 2020

Feb 04, 2021
BUY
$51.11 - $51.45 $613 - $617
12 Added 0.18%
6,521 $336,000
Q3 2020

Nov 05, 2020
BUY
$51.04 - $51.39 $50,070 - $50,413
981 Added 17.75%
6,509 $334,000
Q2 2020

Aug 13, 2020
BUY
$49.68 - $51.09 $26,529 - $27,282
534 Added 10.69%
5,528 $282,000
Q1 2020

Apr 24, 2020
SELL
$48.5 - $51.1 $16,296 - $17,169
-336 Reduced 6.3%
4,994 $253,000
Q4 2019

Feb 10, 2020
BUY
$50.53 - $50.75 $22,890 - $22,989
453 Added 9.29%
5,330 $270,000
Q3 2019

Nov 08, 2019
BUY
$50.48 - $50.69 $2,423 - $2,433
48 Added 0.99%
4,877 $247,000
Q2 2019

Aug 12, 2019
BUY
N/A
1,413 Added 41.36%
4,829 $244,000
Q1 2019

May 09, 2019
BUY
N/A
1,094 Added 47.11%
3,416 $172,000
Q4 2018

Feb 01, 2019
SELL
N/A
-1,260 Reduced 35.18%
2,322 $116,000
Q3 2018

Nov 09, 2018
SELL
N/A
-2,744 Reduced 43.38%
3,582 $178,000
Q2 2018

Jul 23, 2018
BUY
N/A
491 Added 8.41%
6,326 $316,000
Q1 2018

May 03, 2018
BUY
N/A
1,257 Added 27.46%
5,835 $290,000
Q4 2017

Jan 16, 2018
BUY
N/A
242 Added 5.58%
4,578 $228,000
Q3 2017

Oct 18, 2017
BUY
N/A
4,336
4,336 $219,000

Others Institutions Holding SMMU

# of Institutions
189
Shares Held
15.6M
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO ETF TR SHT TERM MUN BD A

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