Bergan Kdv Wealth Management, LLC Proshares Trust Short 20+ Trea Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Proshares Trust Short 20+ Trea stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 1,439 shares of TBF stock, worth $34,363. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,439

Previous 1,893 23.98%

Holding current value

$34,363

Previous $39,000 20.51%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	SELL	$20.67 - $22.45 $9,384 - $10,192	-454 Reduced 23.98%	1,439 $31,000
Q4 2022 Jan 31, 2023	SELL	$20.73 - $24.67 $9,701 - $11,545	-468 Reduced 19.82%	1,893 $42,000
Q3 2022 Oct 24, 2022	BUY	$19.07 - $22.65 $8,657 - $10,283	454 Added 23.81%	2,361 $53,000
Q4 2021 Jan 28, 2022	SELL	$15.45 - $16.97 $2,317 - $2,545	-150 Reduced 7.29%	1,907 $30,000
Q3 2021 Nov 12, 2021	BUY	$15.89 - $16.86 $7,897 - $8,379	497 Added 31.86%	2,057 $34,000
Q4 2020 Feb 04, 2021	BUY	$15.34 - $16.08 $1,825 - $1,913	119 Added 8.26%	1,560 $25,000
Q3 2020 Nov 05, 2020	BUY	$14.71 - $15.63 $21,197 - $22,522	1,441 New	1,441 $22,000

Others Institutions Holding TBF

# of Institutions

Shares Held

1.32M

Call Options Held

3.1K

Put Options Held

600

View Full List

About PROSHARES TRUST SHORT 20+ TREA

Ticker TBF
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Bergan Kdv Wealth Management, LLC Proshares Trust Short 20+ Trea Transaction History