Bergan Kdv Wealth Management, LLC Closed Holding Positions

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023
Stock Closed Quarter Shares Sold Price Range Trade History
Discovery Inc
Q2 2020 Filed on Aug 13, 2020
35
N/A
BAR
Granite Shares Gold Trust

ETFs
Q2 2020 Filed on Aug 13, 2020
580
$15.85 - $17.74 $9.19K - $10.3K
STLD
Steel Dynamics Inc

Basic Materials
Q2 2020 Filed on Aug 13, 2020
27
$20.98 - $29.58 $566 - $799
TDS
Telephone & Data Systems Inc

Communication Services
Q2 2020 Filed on Aug 13, 2020
29
$15.57 - $22.72 $452 - $659
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 13, 2020
26
$8.53 - $18.79 $222 - $489
TEX
Terex Corp

Industrials
Q2 2020 Filed on Aug 13, 2020
95
$12.48 - $21.65 $1.19K - $2.06K
QRVO
Qorvo, Inc.

Technology
Q2 2020 Filed on Aug 13, 2020
15
$73.44 - $117.56 $1.1K - $1.76K
PUK
Prudential PLC

Financial Services
Q2 2020 Filed on Aug 13, 2020
82
$21.9 - $31.11 $1.8K - $2.55K
BFH
Bread Financial Holdings, Inc.

Financial Services
Q2 2020 Filed on Aug 13, 2020
11
$21.14 - $52.75 $233 - $580
MD
Mednax, Inc.

Healthcare
Q2 2020 Filed on Aug 13, 2020
34
$9.72 - $19.95 $330 - $678
TRI
Thomson Reuters Corp

Industrials
Q2 2020 Filed on Aug 13, 2020
92
$65.36 - $72.48 $6.01K - $6.67K
MAA
Mid America Apartment Communities Inc.

Real Estate
Q2 2020 Filed on Aug 13, 2020
24
$94.25 - $126.53 $2.26K - $3.04K
VDC
Vanguard Consumer Staples ETF

ETFs
Q2 2020 Filed on Aug 13, 2020
113
$134.79 - $156.24 $15.2K - $17.7K
Pra Health Sciences Inc
Q2 2020 Filed on Aug 13, 2020
5
N/A
VIS
Vanguard Industrial ETF

ETFs
Q2 2020 Filed on Aug 13, 2020
124
$104.23 - $144.02 $12.9K - $17.9K
PTEN
Patterson Uti Energy Inc

Energy
Q2 2020 Filed on Aug 13, 2020
160
$1.7 - $6.16 $272 - $986
Perspecta Inc
Q2 2020 Filed on Aug 13, 2020
5
N/A
TWO
Two Harbors Investment Corp.

Real Estate
Q2 2020 Filed on Aug 13, 2020
171
$2.42 - $5.88 $414 - $1.01K
FLS
Flowserve Corp

Industrials
Q2 2020 Filed on Aug 13, 2020
26
$22.19 - $33.63 $577 - $874
BHF
Brighthouse Financial, Inc.

Financial Services
Q2 2020 Filed on Aug 13, 2020
11
$19.7 - $38.56 $217 - $424
American Outdoor Brands Corp
Q1 2020 Filed on Apr 24, 2020
100
N/A
KBA
Kraneshares Bosera Msci China

ETFs
Q1 2020 Filed on Apr 24, 2020
500
$27.91 - $34.25 $14K - $17.1K
Ingersoll Rand PLC
Q1 2020 Filed on Apr 24, 2020
27,820
N/A
HUN
Huntsman Corp

Basic Materials
Q1 2020 Filed on Apr 24, 2020
1,000
$12.87 - $23.87 $12.9K - $23.9K
Stonemor Partners L P
Q1 2020 Filed on Apr 24, 2020
2,000
N/A
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q1 2020 Filed on Apr 24, 2020
1,000
$42.11 - $71.71 $42.1K - $71.7K
PPLT
Abrdn Platinum ETF Trust

ETFs
Q1 2020 Filed on Apr 24, 2020
106
$55.36 - $96.29 $5.87K - $10.2K
Liberty Ppty Tr
Q1 2020 Filed on Apr 24, 2020
54
N/A
CIO
City Office Reit, Inc.

Real Estate
Q1 2020 Filed on Apr 24, 2020
585
$7.02 - $14.13 $4.11K - $8.27K
EPC
Edgewell Personal Care CO

Consumer Defensive
Q1 2020 Filed on Apr 24, 2020
200
$21.17 - $38.87 $4.23K - $7.77K
XPP
Proshares Tr Ultra Ftse China

ETFs
Q1 2020 Filed on Apr 24, 2020
63
$39.04 - $72.58 $2.46K - $4.57K
Newlink Genetics Corp
Q1 2020 Filed on Apr 24, 2020
1,635
N/A
Wellcare Health Plans Inc
Q1 2020 Filed on Apr 24, 2020
9
N/A
SBIO
Alps ETF Tr Medical Breakthrou

ETFs
Q1 2020 Filed on Apr 24, 2020
154
$26.54 - $43.29 $4.09K - $6.67K
GSV
Gold Standard Ventures Corp.

Basic Materials
Q1 2020 Filed on Apr 24, 2020
8,000
$0.27 - $0.87 $2.16K - $6.96K
Zayo Group Hldgs Inc
Q1 2020 Filed on Apr 24, 2020
100
N/A
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q1 2020 Filed on Apr 24, 2020
827
$45.81 - $55.19 $37.9K - $45.6K
IGLB
Ishares 10+ Year Investment Gr

ETFs
Q1 2020 Filed on Apr 24, 2020
5,507
$52.12 - $72.11 $287K - $397K
Spdr Series Trust
Q1 2020 Filed on Apr 24, 2020
210
N/A
Encana Corp
Q1 2020 Filed on Apr 24, 2020
112
N/A
RWX
Spdr Dow Jones International R

ETFs
Q1 2020 Filed on Apr 24, 2020
20
$22.39 - $39.54 $448 - $791
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
Q1 2020 Filed on Apr 24, 2020
61
$65.3 - $85.13 $3.98K - $5.19K
IPAY
Etfmg Prime Mobile Payments Et

ETFs
Q1 2020 Filed on Apr 24, 2020
125
$31.51 - $55.22 $3.94K - $6.9K
OMI
Owens & Minor Inc

Healthcare
Q1 2020 Filed on Apr 24, 2020
234
$4.12 - $9.15 $964 - $2.14K
ASH
Ashland Global Holdings Inc

Basic Materials
Q1 2020 Filed on Apr 24, 2020
300
$39.76 - $81.31 $11.9K - $24.4K
KFYP
Kraneshares Trust Kraneshares

ETFs
Q1 2020 Filed on Apr 24, 2020
100
N/A
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
Q1 2020 Filed on Apr 24, 2020
1,188
$7.05 - $28.3 $8.38K - $33.6K
BGR
Black Rock Energy & Resources Trust

Financial Services
Q4 2019 Filed on Feb 10, 2020
19,869
$10.87 - $11.91 $216K - $237K
BGT
Blackrock Floating Rate Income Trust

Financial Services
Q4 2019 Filed on Feb 10, 2020
2,430
$12.19 - $12.97 $29.6K - $31.5K
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