Bergan Kdv Wealth Management, LLC Duff & Phelps Utility & Infrastructure Fund Inc. Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 04, 2021	SELL	$10.2 - $12.2 $4,692 - $5,612	-460 Closed	0 $0
Q2 2020 Aug 13, 2020	SELL	$8.38 - $12.4 $4,609 - $6,820	-550 Reduced 54.46%	460 $5,000
Q1 2019 May 09, 2019	SELL	$12.01 - $14.94 $37,879 - $47,120	-3,154 Reduced 75.74%	1,010 $15,000
Q4 2018 Feb 01, 2019	BUY	$11.58 - $14.75 $856 - $1,091	74 Added 1.81%	4,164 $49,000
Q3 2018 Nov 09, 2018	SELL	$14.24 - $15.64 $8,914 - $9,790	-626 Reduced 13.27%	4,090 $59,000
Q2 2018 Jul 23, 2018	BUY	$13.55 - $14.75 $63,901 - $69,561	4,716 New	4,716 $68,000

Others Institutions Holding DPG

# of Institutions

70

Shares Held

8.42M

Call Options Held

0

Put Options Held

0

About Duff & Phelps Utility & Infrastructure Fund Inc.

Ticker DPG
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Duff & Phelps Utility and Infrastructure Fund Inc is a closed-ended equity mutual fund launched by Virtus Investment Partners, Inc. The fund is managed by Duff & Phelps Investment Management Co. It invests in the public equity markets across the globe. The fund seeks to invest in the companies operating in utility sector. It invests in s...

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