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 |
|---|---|---|---|---|---|---|---|---|---|
| TORONTO DOMINION BK ONT | COM NEW | 751 | $9,798 | 158 | 0.00 | 0.00 | 3 | 1.94 | 06-30-2023 |
| SIRIUS XM HOLDINGS INC | COM | 752 | $9,513 | 2,100 | 0.00 | 0.00 | -213 | -9.21 | 06-30-2023 |
| ZIMMER BIOMET HOLDINGS INC | COM | 753 | $9,464 | 65 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| AZIYO BIOLOGICS INC | CL A COM | 754 | $9,440 | 4,000 | 0.00 | 4,000 | +Inf | 06-30-2023 |
