Bergan Kdv Wealth Management, LLC Spdr S&P 500 Fossil Fuel Reser Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 29,383 shares of SPYX stock, worth $1.45 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
29,383
Previous 17,141 71.42%
Holding current value
$1.45 Million
Previous $569,000 86.64%
% of portfolio
0.11%
Previous 0.06%

Shares

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

Jul 24, 2023
BUY
$32.81 - $36.17 $401,660 - $442,793
12,242 Added 71.42%
29,383 $1.06 Million
Q1 2023

Apr 27, 2023
BUY
$31.18 - $96.11 $356,823 - $1.1 Million
11,444 Added 200.88%
17,141 $569,000
Q4 2022

Jan 31, 2023
BUY
$28.84 - $98.94 $13,612 - $46,699
472 Added 9.03%
5,697 $531,000
Q3 2022

Oct 24, 2022
BUY
$29.05 - $35.08 $348 - $420
12 Added 0.23%
5,225 $455,000
Q2 2022

Jul 13, 2022
BUY
$29.77 - $37.37 $1,667 - $2,092
56 Added 1.09%
5,213 $481,000
Q1 2022

May 09, 2022
BUY
$33.94 - $39.42 $5,328 - $6,188
157 Added 3.14%
5,157 $573,000
Q4 2021

Jan 28, 2022
BUY
$35.32 - $39.44 $35,779 - $39,952
1,013 Added 25.41%
5,000 $589,000
Q3 2021

Nov 12, 2021
BUY
$35.12 - $37.49 $62,970 - $67,219
1,793 Added 81.72%
3,987 $424,000
Q2 2021

Aug 10, 2021
BUY
$33.06 - $35.38 $8,827 - $9,446
267 Added 13.86%
2,194 $233,000
Q1 2021

May 11, 2021
BUY
$30.5 - $32.74 $52,338 - $56,181
1,716 Added 813.27%
1,927 $189,000
Q3 2020

Nov 05, 2020
BUY
$25.62 - $29.65 $5,405 - $6,256
211 New
211 $18,000

Others Institutions Holding SPYX

# of Institutions
224
Shares Held
18.3M
Call Options Held
0
Put Options Held
225K
View Full List

About SPDR S&P 500 FOSSIL FUEL RESER

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