Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOGART WEALTH LLC | 04-25-2024 | 03-31-2024 | 1086 | 1,943,883,366 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WK KELLOGG CO COM SHS | Stock | 1001 | $4,380 | 233 | 0.00 | 233 | +Inf | 03-31-2024 | |
| EXPEDITORS INTL WASH INC COM | Stock | 1002 | $4,377 | 36 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| COCA-COLA FEMSA SAB DE CV SPONSORD ADR REP | ADR | 1003 | $4,374 | 45 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| UNITED STATES OIL FUND LP | ETF | Liquidated | $0 | 0 | 0.00 | 54 | +Inf | 03-31-2024 |
