Von-Berge-Wealth-Management-Group

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-28
Total Holdings
63
Total Value
154960117
Accession Number
0001085146-25-002380
Form Type
13F-HR
Manager Name
Von-Berge-Wealth-Management-Group
Data Enrichment
90% identified
57 identified6 unidentified

Holdings

63 positions • $155.0M total value
Manager:
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922908553
Shares:2.3K
Value:$203.0K
% of Portfolio:0.1% ($203.0K/$155.0M)
LIBERTY ALL STAR EQUITY FUND
Shares:22.5K
Value:$141.3K
% of Portfolio:0.1% ($141.3K/$155.0M)
Eaton Vance California Municipal Bond Fund
Shares:10.4K
Value:$92.8K
% of Portfolio:0.1% ($92.8K/$155.0M)