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 |
|---|---|---|---|---|---|---|---|---|---|
| CARRIER GLOBAL CORPORATION COM | Stock | 1251 | $1,628 | 28 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PLUG POWER INC COM NEW | Stock | 1252 | $1,617 | 470 | 0.00 | 0.00 | 180 | 62.07 | 03-31-2024 |
| CARETRUST REIT INC COM | REIT | 1253 | $1,607 | 66 | 0.00 | 0.00 | 2 | 3.12 | 03-31-2024 |
| HEXCEL CORP NEW COM | Stock | 1254 | $1,603 | 22 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
