Bergan Kdv Wealth Management, LLC Pimco ETF Tr Inter Mun Bd Acti Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Pimco ETF Tr Inter Mun Bd Acti stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 6,300 shares of MUNI stock, worth $330,939. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,300
Previous 6,316 0.25%
Holding current value
$330,939
Previous $330,000 1.21%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 24, 2023
SELL
$51.29 - $52.58 $820 - $841
-16 Reduced 0.25%
6,300 $326,000
Q1 2023

Apr 27, 2023
BUY
$51.27 - $52.59 $72,700 - $74,572
1,418 Added 28.95%
6,316 $330,000
Q4 2022

Jan 31, 2023
SELL
$49.62 - $51.84 $77,506 - $80,974
-1,562 Reduced 24.18%
4,898 $251,000
Q3 2022

Oct 24, 2022
SELL
$50.12 - $52.69 $15,988 - $16,808
-319 Reduced 4.71%
6,460 $324,000
Q2 2022

Jul 13, 2022
SELL
$50.91 - $52.98 $14,407 - $14,993
-283 Reduced 4.01%
6,779 $349,000
Q1 2022

May 09, 2022
BUY
$52.91 - $56.24 $17,301 - $18,390
327 Added 4.86%
7,062 $374,000
Q4 2021

Jan 28, 2022
BUY
$56.03 - $56.4 $76,200 - $76,704
1,360 Added 25.3%
6,735 $379,000
Q3 2021

Nov 12, 2021
BUY
$56.37 - $57.1 $40,924 - $41,454
726 Added 15.62%
5,375 $303,000
Q2 2021

Aug 10, 2021
SELL
$56.16 - $56.92 $2,527 - $2,561
-45 Reduced 0.96%
4,649 $264,000
Q1 2021

May 11, 2021
BUY
$56.08 - $57.1 $9,926 - $10,106
177 Added 3.92%
4,694 $264,000
Q3 2020

Nov 05, 2020
BUY
$55.66 - $56.64 $13,970 - $14,216
251 Added 5.88%
4,517 $254,000
Q2 2020

Aug 13, 2020
BUY
$53.21 - $55.79 $22,827 - $23,933
429 Added 11.18%
4,266 $237,000
Q1 2020

Apr 24, 2020
SELL
$50.41 - $56.52 $13,106 - $14,695
-260 Reduced 6.35%
3,837 $209,000
Q4 2019

Feb 10, 2020
BUY
$54.8 - $55.57 $18,960 - $19,227
346 Added 9.22%
4,097 $226,000
Q3 2019

Nov 08, 2019
SELL
$54.87 - $55.41 $1,371 - $1,385
-25 Reduced 0.66%
3,751 $207,000
Q2 2019

Aug 12, 2019
BUY
N/A
1,104 Added 41.32%
3,776 $207,000
Q1 2019

May 09, 2019
BUY
N/A
819 Added 44.2%
2,672 $144,000
Q4 2018

Feb 01, 2019
SELL
N/A
-1,946 Reduced 51.22%
1,853 $98,000
Q3 2018

Nov 09, 2018
SELL
N/A
-1,188 Reduced 23.82%
3,799 $199,000
Q2 2018

Jul 23, 2018
BUY
N/A
374 Added 8.11%
4,987 $264,000
Q1 2018

May 03, 2018
BUY
N/A
4,613 New
4,613 $244,000

Others Institutions Holding MUNI

# of Institutions
349
Shares Held
28.9M
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO ETF TR INTER MUN BD ACTI

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