Bergan Kdv Wealth Management, LLC Ishares Barclays 20+ Year 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 20+ Year Trea stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 182 shares of TLT stock, worth $16,363. This represents 0.0% of its overall portfolio holdings.

Number of Shares
182
Previous 183 0.55%
Holding current value
$16,363
Previous $19,000 5.26%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 24, 2023
SELL
$100.28 - $108.53 $100 - $108
-1 Reduced 0.55%
182 $18,000
Q1 2023

Apr 27, 2023
BUY
$99.48 - $108.63 $3,780 - $4,127
38 Added 26.21%
183 $19,000
Q4 2022

Jan 31, 2023
BUY
$93.98 - $109.47 $187 - $218
2 Added 1.4%
145 $14,000
Q3 2022

Oct 24, 2022
BUY
$105.27 - $120.04 $15,053 - $17,165
143 New
143 $15,000
Q1 2019

May 09, 2019
SELL
$118.66 - $126.56 $711 - $759
-6 Closed
0 $0
Q4 2018

Feb 01, 2019
BUY
$112.0 - $121.51 $672 - $729
6 New
6 $1,000

Others Institutions Holding TLT

# of Institutions
1,271
Shares Held
365M
Call Options Held
105M
Put Options Held
74.3M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
Track This Portfolio

Track Bergan Kdv Wealth Management, LLC Portfolio

Follow Bergan Kdv Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email