Bergan Kdv Wealth Management, LLC Spdr Bloomberg Investment Grad Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 14,297 shares of FLRN stock, worth $441,062. This represents 0.04% of its overall portfolio holdings.

Number of Shares
14,297
Previous 16,428 12.97%
Holding current value
$441,062
Previous $499,000 12.22%
% of portfolio
0.04%
Previous 0.05%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
SELL
$30.33 - $30.69 $64,633 - $65,400
-2,131 Reduced 12.97%
14,297 $438,000
Q1 2023

Apr 27, 2023
BUY
$29.96 - $30.68 $57,762 - $59,151
1,928 Added 13.3%
16,428 $499,000
Q4 2022

Jan 31, 2023
SELL
$30.19 - $30.41 $44,771 - $45,098
-1,483 Reduced 9.28%
14,500 $440,000
Q3 2022

Oct 24, 2022
SELL
$30.11 - $30.44 $135,073 - $136,553
-4,486 Reduced 21.92%
15,983 $484,000
Q2 2022

Jul 13, 2022
SELL
$30.11 - $30.51 $36,433 - $36,917
-1,210 Reduced 5.58%
20,469 $616,000
Q1 2022

May 09, 2022
SELL
$30.36 - $30.62 $47,149 - $47,552
-1,553 Reduced 6.68%
21,679 $661,000
Q4 2021

Jan 28, 2022
SELL
$30.56 - $30.65 $84,590 - $84,839
-2,768 Reduced 10.65%
23,232 $711,000
Q3 2021

Nov 12, 2021
BUY
$30.62 - $30.66 $39,744 - $39,796
1,298 Added 5.25%
26,000 $797,000
Q2 2021

Aug 10, 2021
SELL
$30.6 - $30.67 $441,986 - $442,997
-14,444 Reduced 36.9%
24,702 $757,000
Q1 2021

May 11, 2021
SELL
$30.6 - $30.66 $43,819 - $43,905
-1,432 Reduced 3.53%
39,146 $1.2 Million
Q4 2020

Feb 04, 2021
SELL
$30.56 - $30.61 $91,160 - $91,309
-2,983 Reduced 6.85%
40,578 $1.24 Million
Q3 2020

Nov 05, 2020
SELL
$30.45 - $30.6 $197,041 - $198,012
-6,471 Reduced 12.93%
43,561 $1.33 Million
Q2 2020

Aug 13, 2020
SELL
$29.44 - $30.48 $491,000 - $508,345
-16,678 Reduced 25.0%
50,032 $1.53 Million
Q1 2020

Apr 24, 2020
BUY
$26.27 - $30.83 $332,315 - $389,999
12,650 Added 23.4%
66,710 $1.96 Million
Q4 2019

Feb 10, 2020
BUY
$30.67 - $30.78 $1.66 Million - $1.66 Million
54,060 New
54,060 $1.66 Million

Others Institutions Holding FLRN

# of Institutions
347
Shares Held
48.1M
Call Options Held
38.6K
Put Options Held
30.5K
View Full List

About SPDR BLOOMBERG INVESTMENT GRAD

FLRN Quotes by TradingView
  • Ticker FLRN
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