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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | US LARGECAP DIVD | 651 | $14,883 | 234 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| FIDELITY NATL INFORMATION SV | COM | 652 | $14,551 | 266 | 0.00 | 0.00 | -23 | -7.96 | 06-30-2023 |
| PHOTRONICS INC | COM | 653 | $14,469 | 561 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| WISDOMTREE TR | US MIDCAP DIVID | 654 | $14,466 | 344 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
