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 |
|---|---|---|---|---|---|---|---|---|---|
| RB GLOBAL INC COM | Stock | 1351 | $990 | 13 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | ETF | 1352 | $986 | 11 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ZOOM VIDEO COMMUNICATIONS INC CL A | Stock | 1353 | $981 | 15 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ALLIANT ENERGY CORP COM | Stock | Liquidated | $0 | 0 | 0.00 | 20 | +Inf | 03-31-2024 |
