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 |
|---|---|---|---|---|---|---|---|---|---|
| ARK FINTECH INNOVATION ETF | ETF | 1101 | $3,033 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CONSOLIDATED EDISON INC COM | Stock | 1102 | $2,997 | 33 | 0.00 | 33 | +Inf | 03-31-2024 | |
| ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF | ETF | 1103 | $2,981 | 44 | 0.00 | 0.00 | -5 | -10.20 | 03-31-2024 |
| THOMSON REUTERS CORP. COM | Stock | 1104 | $2,961 | 19 | 0.00 | 0.00 | -24 | -55.81 | 03-31-2024 |
