Bergan Kdv Wealth Management, LLC United States Commodity Index Funds Trust Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	$26.4 - $29.9 $6,309 - $7,146	-239 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$25.5 - $29.04 $6,094 - $6,940	239 New	239 $10,000

Others Institutions Holding USCI

# of Institutions

62

Shares Held

702K

Call Options Held

80.1K

Put Options Held

16.2K

Equitable Holdings, Inc. New York, NY

110K
Shares

$7.29 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

81.2K
Shares

$5.36 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

53.1K
Shares

$3.51 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

46.2K
Shares

$3.05 Million
0.0% of portfolio
Morgan Stanley New York, NY

40.2K
Shares

$2.65 Million
0.0% of portfolio

About United States Commodity Index Funds Trust

Ticker USCI
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 5,600,000
Market Cap $370M

More about USCI

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