BerganKDV Wealth Management LLC acquired a new position in shares of Ball during the 4th quarter worth $25,000.

Source: https://www.etfdailynews.com/2023/07/23/simplicity-solutions-llc-acquires-shares-of-5828-ball-co-nyseball/

BerganKDV Wealth Management LLC acquired a new stake in Ball in the 4th quarter valued at approximately $25,000.

Source: https://www.americanbankingnews.com/2023/05/17/achmea-investment-management-b-v-makes-new-investment-in-ball-co-nyseball.html

BerganKDV Wealth Management LLC acquired a new stake in shares of Invesco BulletShares 2024 Corporate Bond ETF in the first quarter valued at approximately $52,000.

Source: https://www.americanbankingnews.com/2023/10/21/invesco-bulletshares-2024-corporate-bond-etf-nasdaqbsco-reaches-new-12-month-high-at-20-74.html

BerganKDV Wealth Management LLC bought a new stake in shares of Berry Global Group in the 4th quarter valued at $26,000.

Source: https://www.etfdailynews.com/2023/05/08/berry-global-group-nysebery-price-target-raised-to-65-00/

BerganKDV Wealth Management LLC increased its holdings in shares of Boston Scientific Co. () by 44.3% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission.

Source: https://www.americanbankingnews.com/2023/07/16/bergankdv-wealth-management-llc-has-33000-stake-in-boston-scientific-co-nysebsx.html

BerganKDV Wealth Management LLC lifted its holdings in shares of CMS Energy by 1,614.6% during the 4th quarter.

Source: https://www.americanbankingnews.com/2023/06/03/american-international-group-inc-has-4-98-million-holdings-in-cms-energy-co-nysecms.html

BerganKDV Wealth Management LLC now owns 10,396 shares of the financial services provider’s stock worth $702,000 after purchasing an additional 174 shares in the last quarter.

Source: https://www.etfdailynews.com/2023/01/15/cbre-group-inc-nysecbre-holdings-increased-by-cwm-llc/

BerganKDV Wealth Management LLC now owns 1,694,025 shares of the company’s stock valued at $83,244,000 after purchasing an additional 532,544 shares during the last quarter.

Source: https://www.etfdailynews.com/2023/02/22/bank-of-montreal-can-grows-holdings-in-schwab-intermediate-term-u-s-treasury-etf-nysearcaschr/