Bergan Kdv Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 1,598 shares of SPSB stock, worth $48,243. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,598
Previous 3,800 57.95%
Holding current value
$48,243
Previous $112,000 58.04%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Jul 24, 2023
SELL
$29.36 - $29.7 $64,650 - $65,399
-2,202 Reduced 57.95%
1,598 $47,000
Q1 2023

Apr 27, 2023
BUY
$29.2 - $29.7 $64,298 - $65,399
2,202 Added 137.8%
3,800 $112,000
Q2 2018

Jul 23, 2018
BUY
N/A
1,598 New
1,598 $48,000

Others Institutions Holding SPSB

# of Institutions
561
Shares Held
191M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO SHORT TERM CORP

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