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 $406,696. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,055
Previous 8,055 -0.0%
Holding current value
$406,696
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
147
Shares Held
8.9M
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
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