Bergan Kdv Wealth Management, LLC Invesco ETF Tr Ii S&P 500 Low Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 568 shares of SPLV stock, worth $40,186. This represents 0.0% of its overall portfolio holdings.

Number of Shares

568

Previous 702 19.09%

Holding current value

$40,186

Previous $43,000 18.6%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	SELL	$60.28 - $64.24 $8,077 - $8,608	-134 Reduced 19.09%	568 $35,000
Q2 2021 Aug 10, 2021	SELL	$58.35 - $61.95 $5,835 - $6,195	-100 Reduced 12.47%	702 $43,000
Q4 2020 Feb 04, 2021	BUY	$52.03 - $56.23 $5,203 - $5,623	100 Added 14.25%	802 $45,000
Q3 2020 Nov 05, 2020	SELL	$49.96 - $55.57 $2,747 - $3,056	-55 Reduced 7.27%	702 $38,000
Q2 2020 Aug 13, 2020	BUY	$44.63 - $51.65 $5,980 - $6,921	134 Added 21.51%	757 $38,000
Q1 2019 May 09, 2019	BUY	$45.48 - $52.64 $2,501 - $2,895	55 Added 9.68%	623 $33,000
Q3 2018 Nov 09, 2018	SELL	$47.48 - $50.4 $2,184 - $2,318	-46 Reduced 7.49%	568 $28,000
Q2 2018 Jul 23, 2018	BUY	$46.17 - $47.56 $28,348 - $29,201	614 New	614 $29,000

Others Institutions Holding SPLV

# of Institutions

769

Shares Held

65.3M

Call Options Held

24.8K

Put Options Held

320K

View Full List

About INVESCO ETF TR II S&P 500 LOW

Ticker SPLV
Sector ETFs
Industry ETFs

More about SPLV

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Bergan Kdv Wealth Management, LLC Invesco ETF Tr Ii S&P 500 Low Transaction History