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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | Liquidated | $0 | 0 | 0.00 | 9,574 | +Inf | 03-31-2024 | |
| ISHARES TR | IBOXX HI YD ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -119 | -3.74 | 03-31-2024 |
| BP PLC | SPONSORED ADR | 403 | $236,580 | 6,279 | 0.00 | 0.00 | 231 | 3.82 | 03-31-2024 |
| MCKESSON CORP | COM | 404 | $233,128 | 434 | 0.00 | 0.00 | -26 | -5.65 | 03-31-2024 |
