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 $1.31 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

29,383

Previous 17,141 71.42%

Holding current value

$1.31 Million

Previous $569,000 86.64%

% of portfolio

0.11%

Previous 0.06%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$90.17 - $98.94 $42,560 - $46,699	472 Added 9.03%	5,697 $531,000
Q3 2022 Oct 24, 2022	BUY	N/A	12 Added 0.23%	5,225 $455,000
Q2 2022 Jul 13, 2022	BUY	N/A	56 Added 1.09%	5,213 $481,000

Q1 2022 May 09, 2022	BUY	N/A	157 Added 3.14%	5,157 $573,000
Q4 2021 Jan 28, 2022	BUY	N/A	1,013 Added 25.41%	5,000 $589,000
Q3 2021 Nov 12, 2021	BUY	N/A	1,793 Added 81.72%	3,987 $424,000
Q2 2021 Aug 10, 2021	BUY	N/A	267 Added 13.86%	2,194 $233,000
Q1 2021 May 11, 2021	BUY	N/A	1,716 Added 813.27%	1,927 $189,000
Q3 2020 Nov 05, 2020	BUY	N/A	211 New	211 $18,000

Others Institutions Holding SPYX

# of Institutions

207

Shares Held

19.5M

Call Options Held

Put Options Held

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About SPDR S&P 500 FOSSIL FUEL RESER

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