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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST NASDAQ-100 EX-TECHNOLOGY SECTOR INDEX FUND | ETF | 1151 | $2,549 | 28 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | ETF | 1152 | $2,547 | 75 | 0.00 | 75 | +Inf | 03-31-2024 | |
| ALERIAN ENERGY INFRASTRUCTURE ETF | ETF | 1153 | $2,543 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| UNITED BANKSHARES INC WEST VA COM | Stock | 1154 | $2,541 | 71 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
