Bergan Kdv Wealth Management, LLC Ishares Barclays 10 20 Yr Trea Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 1,554 shares of TLH stock, worth $170,535. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,554
Previous 1,512 2.78%
Holding current value
$170,535
Previous $173,000 0.58%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 24, 2023
BUY
$108.81 - $116.4 $4,570 - $4,888
42 Added 2.78%
1,554 $172,000
Q1 2023

Apr 27, 2023
BUY
$106.93 - $116.34 $641 - $698
6 Added 0.4%
1,512 $173,000
Q4 2022

Jan 31, 2023
SELL
$101.35 - $115.41 $2,939 - $3,346
-29 Reduced 1.89%
1,506 $162,000
Q3 2022

Oct 24, 2022
BUY
$107.15 - $125.14 $164,475 - $192,089
1,535 New
1,535 $167,000

Others Institutions Holding TLH

# of Institutions
469
Shares Held
65.6M
Call Options Held
27.5K
Put Options Held
18.1K
View Full List

About ISHARES BARCLAYS 10-20 YR TREA

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