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 |
|---|---|---|---|---|---|---|---|---|---|
| WNS HLDGS LTD SPON ADR | ADR | Liquidated | $0 | 0 | 0.00 | 57 | +Inf | 03-31-2024 | |
| AMERICAN AIRLS GROUP INC COM | Stock | 1052 | $3,899 | 254 | 0.00 | 0.00 | -5,000 | -95.17 | 03-31-2024 |
| SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -1 | -1.23 | 03-31-2024 |
| BRC INC COM CL A | Stock | 1054 | $3,852 | 900 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
