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 $31,715. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,439

Previous 1,893 23.98%

Holding current value

$31,715

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

1.35M

Call Options Held

3.1K

Put Options Held

600

View Full List

About PROSHARES TRUST SHORT 20+ TREA

Ticker TBF
Sector ETFs
Industry ETFs

More about TBF

Track This Portfolio

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.

Account

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