Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOGART WEALTH LLC | 07-31-2024 | 06-30-2024 | 1160 | 1,964,387,986 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PORCH GROUP INC COM | Stock | 1701 | $0 | 0 | 0.00 | 0 | NaN | 06-30-2024 | |
| PLANET LABS PBC COM CL A | Stock | 1702 | $0 | 0 | 0.00 | 0 | NaN | 06-30-2024 | |
| PELOTON INTERACTIVE INC CL A COM | Stock | 1703 | $0 | 0 | 0.00 | 0 | NaN | 06-30-2024 | |
| PACIFIC BIOSCIENCES CALIF INC COM | Stock | 1704 | $0 | 0 | 0.00 | 0 | NaN | 06-30-2024 |
