Bergan Kdv Wealth Management, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 344 shares of DON stock, worth $17,819. This represents 0.0% of its overall portfolio holdings.

Number of Shares
344
Previous 344 -0.0%
Holding current value
$17,819
Previous $14,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Nov 05, 2020
SELL
$27.33 - $30.91 $3,060 - $3,461
-112 Reduced 24.56%
344 $10,000
Q2 2020

Aug 13, 2020
SELL
$22.29 - $32.04 $2,674 - $3,844
-120 Reduced 20.83%
456 $13,000
Q1 2020

Apr 24, 2020
SELL
$20.48 - $38.6 $7,536 - $14,204
-368 Reduced 38.98%
576 $14,000
Q4 2019

Feb 10, 2020
BUY
$34.97 - $38.17 $12,029 - $13,130
344 Added 57.33%
944 $36,000
Q2 2018

Jul 23, 2018
BUY
N/A
600 New
600 $21,000

Others Institutions Holding DON

# of Institutions
478
Shares Held
43.7M
Call Options Held
500
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

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