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
VICI PPTYS INC COM REIT 1301 $1,192 40 0.00 0.00 -42 -51.22 03-31-2024
WORKIVA INC COM CL A Stock 1302 $1,187 14 0.00 0.00 0 0.00 03-31-2024
KARUNA THERAPEUTICS INC COM Stock Liquidated $0 0 0.00 7 +Inf 03-31-2024
DIREXION DAILY GOLD MINERS INDEX BEAR 2X SHARES ETF Liquidated $0 0 0.00 80 +Inf 03-31-2024
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