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 |
|---|---|---|---|---|---|---|---|---|---|
| EVERGY INC | COM | 1201 | $1,110 | 19 | 0.00 | 0.00 | -365 | -95.05 | 06-30-2023 |
| OKTA INC | CL A | 1202 | $1,110 | 16 | 0.00 | 0.00 | -9 | -36.00 | 06-30-2023 |
| EXPEDITORS INTL WASH INC | COM | 1203 | $1,091 | 9 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| EBAY INC. | COM | 1204 | $1,073 | 24 | 0.00 | 0.00 | -151 | -86.29 | 06-30-2023 |
