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 |
|---|---|---|---|---|---|---|---|---|---|
| EVERI HLDGS INC | COM | 1451 | $102 | 7 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| YETI HLDGS INC | COM | 1452 | $78 | 2 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| SPDR SER TR | PORTFOLIO S&P500 | 1453 | $53 | 1 | 0.00 | 0.00 | -1,394 | -99.93 | 06-30-2023 |
| CLOVER HEALTH INVESTMENTS CO | COM CL A | 1454 | $27 | 29 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
