Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BERGER FINANCIAL GROUP INC | 04-15-2024 | 03-31-2024 | 361 | 1,214,221,035 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | USD GRN BOND ETF | 201 | $815,174 | 17,385 | 0.00 | 0.00 | 65 | 0.38 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL FIN | 202 | $807,176 | 12,565 | 0.00 | 12,565 | +Inf | 03-31-2024 | |
| INVESCO EXCHANGE TRADED FD T | S&P500 PUR VAL | 203 | $796,226 | 9,003 | 0.00 | 9,003 | +Inf | 03-31-2024 | |
| SELECT SECTOR SPDR TR | ENERGY | 204 | $790,599 | 8,374 | 0.00 | 0.00 | 1,853 | 28.42 | 03-31-2024 |
