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Institutional Investment Manager
BERGANKDV WEALTH MANAGEMENT, LLC
BERGANKDV WEALTH MANAGEMENT, LLC (CIK: 0001660203). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q3)
Portfolio Summary: 152 holdings with a total value of $289,133,000.
#
Name
Shares
Value ($)
%
Options
Notes
151 HUTCHISON PORT HOLDINGS TRUST 24,000 96,000 0.03%
152 LIBERTY ALL STAR EQUITY FD 12,000 62,000 0.02%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001660203-16-000012, filed 2016.10.31).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.