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 |
|---|---|---|---|---|---|---|---|---|---|
| WOODSIDE ENERGY GROUP LTD SPONSORED ADR | ADR | 1201 | $1,997 | 100 | 0.00 | 0.00 | -162 | -61.83 | 03-31-2024 |
| SYNCHRONY FINANCIAL COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -25 | -27.78 | 03-31-2024 |
| VICTORYSHARES INTERNATIONAL VALUE MOMENTUM ETF | ETF | 1203 | $1,981 | 41 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CAESARS ENTERTAINMENT INC NEW COM | Stock | 1204 | $1,968 | 45 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
