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 |
|---|---|---|---|---|---|---|---|---|---|
| PROCORE TECHNOLOGIES INC | COM | 1351 | $586 | 9 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| NATERA INC | COM | 1352 | $584 | 12 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| ARES MANAGEMENT CORPORATION | CL A COM STK | 1353 | $579 | 6 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| SL GREEN RLTY CORP | COM | 1354 | $571 | 19 | 0.00 | 0.00 | -10 | -34.48 | 06-30-2023 |
