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 |
|---|---|---|---|---|---|---|---|---|---|
| PARKER-HANNIFIN CORP | COM | 1051 | $2,341 | 6 | 0.00 | 0.00 | -26 | -81.25 | 06-30-2023 |
| CANTERBURY PK HLDG CORP | COM | 1052 | $2,328 | 100 | 0.00 | 0.00 | -200 | -66.67 | 06-30-2023 |
| ISHARES SILVER TR | ISHARES | 1053 | $2,278 | 109 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| DXC TECHNOLOGY CO | COM | 1054 | $2,272 | 85 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
