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 |
|---|---|---|---|---|---|---|---|---|---|
| VEEVA SYS INC | CL A COM | 1251 | $989 | 5 | 0.00 | 0.00 | -1 | -16.67 | 06-30-2023 |
| LAUDER ESTEE COS INC | CL A | 1252 | $982 | 5 | 0.00 | 0.00 | -15 | -75.00 | 06-30-2023 |
| BANK NEW YORK MELLON CORP | COM | 1253 | $980 | 22 | 0.00 | 0.00 | -201 | -90.13 | 06-30-2023 |
| REVANCE THERAPEUTICS INC | COM | 1254 | $962 | 38 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
