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 |
|---|---|---|---|---|---|---|---|---|---|
| APOLLO GLOBAL MGMT INC | COM | 1301 | $922 | 12 | 0.00 | 0.00 | -20 | -62.50 | 06-30-2023 |
| REPUBLIC SVCS INC | COM | 1302 | $920 | 6 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| DOORDASH INC | CL A | 1303 | $918 | 12 | 0.00 | 0.00 | -5 | -29.41 | 06-30-2023 |
| DEXCOM INC | COM | 1304 | $900 | 7 | 0.00 | 0.00 | -15 | -68.18 | 06-30-2023 |
