Bergan Kdv Wealth Management, LLC Alps ETF Tr Intl Sector Divid Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Alps ETF Tr Intl Sector Divid stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 2,268 shares of IDOG stock, worth $65,182. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,268
Previous 3,544 36.0%
Holding current value
$65,182
Previous $98,000 35.71%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 24, 2023
SELL
$26.94 - $28.8 $34,375 - $36,748
-1,276 Reduced 36.0%
2,268 $63,000
Q4 2022

Jan 31, 2023
SELL
$21.46 - $26.17 $128,588 - $156,810
-5,992 Reduced 62.84%
3,544 $90,000
Q3 2022

Oct 24, 2022
BUY
$21.31 - $25.6 $29,961 - $35,993
1,406 Added 17.29%
9,536 $203,000
Q4 2021

Jan 28, 2022
SELL
$26.3 - $28.02 $5,260 - $5,604
-200 Reduced 2.4%
8,130 $227,000
Q3 2021

Nov 12, 2021
BUY
$27.31 - $28.76 $14,228 - $14,983
521 Added 6.67%
8,330 $228,000
Q3 2020

Nov 05, 2020
BUY
$21.45 - $23.84 $41,763 - $46,416
1,947 Added 33.21%
7,809 $168,000
Q2 2018

Jul 23, 2018
BUY
N/A
5,862 New
5,862 $158,000

Others Institutions Holding IDOG

# of Institutions
61
Shares Held
5.86M
Call Options Held
0
Put Options Held
0
View Full List

About ALPS ETF TR INTL SECTOR DIVID

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