Bergan Kdv Wealth Management, LLC Purchases in Q2 2023

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023
Stock Shares change Price Range Shares Held Trade History
IPG
Interpublic Group Of Companies, Inc.

Communication Services
965
+ 1.49%
$34.22 - $40.59 $33K - $39.2K
65.9K $2.54M
CBRE
Cbre Group, Inc.

Real Estate
138
+ 1.12%
$69.84 - $80.71 $9.64K - $11.1K
12.4K $1M
PRFT
Perficient Inc

Technology
262
+ 3.39%
$62.18 - $84.04 $16.3K - $22K
7.98K $665K
MPW
Medical Properties Trust Inc

Real Estate
3.45K
+ 4.94%
$7.26 - $9.35 $25K - $32.2K
73.1K $677K
AXGN
Axogen, Inc.

Healthcare
10K
New
$8.5 - $10.38 $85K - $104K
10K $91K
ATEC
Alphatec Holdings, Inc.

Healthcare
5K
New
$14.32 - $18.03 $71.6K - $90.2K
5K $89K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.24K
+ 2.1%
$97.43 - $99.5 $413K - $422K
206K $20.1M
INTC
Intel Corp

Technology
121
+ 0.14%
$27.4 - $36.37 $3.32K - $4.4K
87.8K $2.94M
BLK
Black Rock Inc.

Financial Services
17
+ 0.64%
$629.18 - $711.19 $10.7K - $12.1K
2.69K $1.86M
LMAT
Lemaitre Vascular Inc

Healthcare
1K
New
$50.38 - $68.21 $50.4K - $68.2K
1K $67K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.63K
New
$24.9 - $25.77 $65.4K - $67.7K
2.63K $66K
IBMP
Ishares Tr Ibonds December 202

ETFs
2.64K
New
$24.82 - $25.61 $65.5K - $67.6K
2.64K $66K
AZO
Autozone Inc

Consumer Cyclical
17
+ 2.53%
$2306.65 - $2733.65 $39.2K - $46.5K
688 $1.72M
IBMO
Ishares Tr Ibonds December 202

ETFs
2.63K
New
$24.96 - $25.63 $65.7K - $67.5K
2.63K $66K
SCHW
Schwab Charles Corp

Financial Services
76
+ 0.58%
$47.37 - $57.14 $3.6K - $4.34K
13.1K $743K
QUIK
Quicklogic Corp

Technology
6K
New
$5.19 - $9.48 $31.1K - $56.9K
6K $55K
ISR
Isoray, Inc.

Healthcare
75K
New
$0.0 - $0.69 $0 - $51.7K
75K $51K
AKTS
Akoustis Technologies, Inc.

Technology
15K
New
$2.68 - $3.46 $40.2K - $51.9K
15K $47K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
574
New
$72.17 - $80.16 $41.4K - $46K
574 $45K
UL
Unilever PLC

Consumer Defensive
728
+ 2.06%
$49.84 - $55.56 $36.3K - $40.4K
36.1K $1.88M
AUGX
Augmedix, Inc.

Healthcare
9K
New
$1.65 - $5.05 $14.9K - $45.5K
9K $43K
PFIE
Profire Energy Inc

Energy
35K
New
$1.11 - $1.4 $38.9K - $49K
35K $43K
GAB
Gabelli Equity Trust Inc

Financial Services
824
+ 0.13%
$5.33 - $5.8 $4.39K - $4.78K
623K $3.62M
ACVF
ETF Opportunities Tr American

ETFs
1K
+ 46.55%
$30.75 - $33.85 $30.8K - $33.9K
3.15K $106K
CTLP
Cantaloupe, Inc.

Technology
5K
New
$5.46 - $7.96 $27.3K - $39.8K
5K $39K
VCYT
Veracyte, Inc.

Healthcare
1.5K
New
$20.96 - $26.99 $31.4K - $40.5K
1.5K $38K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.72K
+ 16.95%
$23.39 - $23.94 $40.2K - $41.2K
11.9K $278K
DGII
Digi International Inc

Technology
875
New
$28.93 - $39.66 $25.3K - $34.7K
875 $34K
MDXH
M Dx Health Sa

Healthcare
9.5K
New
$3.07 - $4.2 $29.2K - $39.9K
9.5K $32K
SKYT
Sky Water Technology, Inc

Technology
3.5K
New
$8.08 - $11.39 $28.3K - $39.9K
3.5K $32K
STRM
Streamline Health Solutions Inc.

Healthcare
25K
New
$1.27 - $1.88 $31.8K - $47K
25K $31K
CIEN
Ciena Corp

Technology
750
New
$41.02 - $52.27 $30.8K - $39.2K
750 $31K
OOMA
Ooma Inc

Communication Services
2K
New
$11.81 - $15.39 $23.6K - $30.8K
2K $29K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
40
+ 444.44%
$700.03 - $830.35 $28K - $33.2K
49 $35K
FPAY
Flex Shopper, Inc.

Industrials
20K
New
$0.73 - $1.3 $14.6K - $26K
20K $25K
MLPA
Global X Mlp ETF

ETFs
562
New
$40.37 - $42.94 $22.7K - $24.1K
562 $24K
RY
Royal Bank Of Canada

Financial Services
229
+ 1.13%
$89.1 - $100.28 $20.4K - $23K
20.4K $1.95M
ADP
Automatic Data Processing Inc

Industrials
407
+ 1.64%
$208.99 - $221.32 $85.1K - $90.1K
25.2K $5.54M
FV
First Trust Dorsey Wright Focu

ETFs
374
New
$43.02 - $46.91 $16.1K - $17.5K
374 $17K
GE
General Electric CO

Industrials
59
+ 9.59%
$93.6 - $109.85 $5.52K - $6.48K
674 $74K
GLD
Spdr Gold Trust

ETFs
165
+ 6.11%
$177.09 - $190.44 $29.2K - $31.4K
2.87K $510K
VHT
Vanguard Health Care ETF

ETFs
65
New
$234.11 - $249.3 $15.2K - $16.2K
65 $15K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
960
New
$16.44 - $18.11 $15.8K - $17.4K
960 $15K
NRG
Nrg Energy, Inc.

Utilities
228
+ 89.41%
$31.04 - $37.39 $7.08K - $8.52K
483 $18K
AZYO
Aziyo Biologics, Inc.

Healthcare
4K
New
$1.41 - $2.79 $5.64K - $11.2K
4K $9K
CAH
Cardinal Health Inc

Healthcare
1
+ 0.22%
$76.66 - $94.57 $76.7 - $94.6
456 $43K
EGIO
Edgio, Inc.

Technology
12.5K
New
$0.46 - $0.77 $5.75K - $9.63K
12.5K $8K
OTTR
Otter Tail Corp

Utilities
1
+ 0.09%
$69.64 - $78.96 $69.6 - $79
1.09K $86K
XGN
Exagen Inc.

Healthcare
2.5K
New
$2.36 - $3.48 $5.9K - $8.7K
2.5K $7K
Activity Summary
Buys All Purchases 169 New Holdings 56 Increased Positions 113 Sells All Sells 413 Reductions 413 Sold out 0 Options Calls 0 Puts 0
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