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 |
|---|---|---|---|---|---|---|---|---|---|
| ABRDN NATL MUN INCOME FD | SH BEN INT | 301 | $354,591 | 34,227 | 0.00 | 0.00 | -1,291 | -3.63 | 03-31-2024 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 302 | $352,334 | 1,916 | 0.00 | 0.00 | 142 | 8.00 | 03-31-2024 |
| DEERE & CO | COM | 303 | $351,950 | 857 | 0.00 | 0.00 | 43 | 5.28 | 03-31-2024 |
| FRANKLIN ETF TR | SHRT DUR US GOVT | 304 | $349,740 | 3,879 | 0.00 | 0.00 | -300 | -7.18 | 03-31-2024 |
