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 |
|---|---|---|---|---|---|---|---|---|---|
| GSK PLC | SPONSORED ADR | 601 | $19,959 | 560 | 0.00 | 0.00 | -220 | -28.21 | 06-30-2023 |
| PNC FINL SVCS GROUP INC | COM | 602 | $19,775 | 157 | 0.00 | 0.00 | -55 | -25.94 | 06-30-2023 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 603 | $19,661 | 242 | 0.00 | 0.00 | 46 | 23.47 | 06-30-2023 |
| CASEYS GEN STORES INC | COM | 604 | $19,267 | 79 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
