Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BERGANKDV WEALTH MANAGEMENT LLC | 07-24-2023 | 06-30-2023 | 862 | 999,586,345 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HOME DEPOT INC | COM | 101 | $1,653,227 | 5,322 | 0.00 | 0.00 | -328 | -5.81 | 06-30-2023 |
| ISHARES TR | CORE S&P MCP ETF | 102 | $1,649,781 | 6,309 | 0.00 | 0.00 | -1,286 | -16.93 | 06-30-2023 |
| EAGLE MATLS INC | COM | 103 | $1,627,820 | 8,732 | 0.00 | 0.00 | 182 | 2.13 | 06-30-2023 |
| DUKE ENERGY CORP NEW | COM NEW | 104 | $1,625,069 | 18,109 | 0.00 | 0.00 | -798 | -4.22 | 06-30-2023 |
