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 |
|---|---|---|---|---|---|---|---|---|---|
| AT&T INC | COM | 201 | $362,886 | 22,751 | 0.00 | 0.00 | -1,134 | -4.75 | 06-30-2023 |
| INTERNATIONAL BUSINESS MACHS | COM | 202 | $358,477 | 2,679 | 0.00 | 0.00 | -99 | -3.56 | 06-30-2023 |
| ISHARES TR | S&P 500 GRWT ETF | 203 | $355,617 | 5,046 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| KIMBERLY-CLARK CORP | COM | 204 | $341,975 | 2,477 | 0.00 | 0.00 | -44 | -1.75 | 06-30-2023 |
