Bergan Kdv Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 182 shares of TLT stock, worth $16,736. This represents 0.0% of its overall portfolio holdings.

Number of Shares
182
Previous 183 0.55%
Holding current value
$16,736
Previous $19,000 5.26%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 24, 2023
SELL
$100.28 - $108.53 $100 - $108
-1 Reduced 0.55%
182 $18,000
Q1 2023

Apr 27, 2023
BUY
$99.48 - $108.63 $3,780 - $4,127
38 Added 26.21%
183 $19,000
Q4 2022

Jan 31, 2023
BUY
$92.4 - $109.47 $184 - $218
2 Added 1.4%
145 $14,000
Q3 2022

Oct 24, 2022
BUY
$100.95 - $120.04 $14,435 - $17,165
143 New
143 $15,000
Q1 2019

May 09, 2019
SELL
$118.66 - $126.56 $711 - $759
-6 Closed
0 $0
Q4 2018

Feb 01, 2019
BUY
$112.0 - $121.51 $672 - $729
6 New
6 $1,000

Others Institutions Holding TLT

# of Institutions
1,424
Shares Held
412M
Call Options Held
175M
Put Options Held
153M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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