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 |
|---|---|---|---|---|---|---|---|---|---|
| ENHABIT INC | COM | 851 | $5,750 | 500 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| DUTCH BROS INC | CL A | 852 | $5,690 | 200 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| ZILLOW GROUP INC | CL C CAP STK | 853 | $5,680 | 113 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| PRICE T ROWE GROUP INC | COM | 854 | $5,665 | 51 | 0.00 | 0.00 | 1 | 2.00 | 06-30-2023 |
