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 |
|---|---|---|---|---|---|---|---|---|---|
| REGIONS FINANCIAL CORP NEW | COM | 701 | $11,708 | 657 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| EPR PPTYS | COM SH BEN INT | 702 | $11,700 | 250 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| ADVANCED MICRO DEVICES INC | COM | 703 | $11,391 | 100 | 0.00 | 0.00 | -398 | -79.92 | 06-30-2023 |
| CITIGROUP INC | COM NEW | 704 | $11,341 | 246 | 0.00 | 0.00 | -195 | -44.22 | 06-30-2023 |
