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 |
|---|---|---|---|---|---|---|---|---|---|
| RIO TINTO PLC | SPONSORED ADR | 801 | $7,278 | 114 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| EXAGEN INC | COM | 802 | $7,250 | 2,500 | 0.00 | 2,500 | +Inf | 06-30-2023 | |
| ROKU INC | COM CL A | 803 | $7,228 | 113 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| CASTLE BIOSCIENCES INC | COM | 804 | $7,203 | 525 | 0.00 | 525 | +Inf | 06-30-2023 |
