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 |
|---|---|---|---|---|---|---|---|---|---|
| AMPLIFY TRANSFORMATIONAL DATA SHARING ETF | ETF | 1451 | $547 | 15 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX ETF | ETF | Liquidated | $0 | 0 | 0.00 | 6 | +Inf | 03-31-2024 | |
| PRIVIA HEALTH GROUP INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 23 | +Inf | 03-31-2024 | |
| SPDR S&P KENSHO INTELLIGENT STRUCTURES ETF | ETF | 1454 | $520 | 15 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
