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 |
|---|---|---|---|---|---|---|---|---|---|
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | ETF | 151 | $437,443 | 2,807 | 0.00 | 0.00 | -147 | -4.98 | 03-31-2024 |
| ISHARES MSCI EAFE GROWTH ETF | ETF | 152 | $435,865 | 4,199 | 0.00 | 0.00 | -30,247 | -87.81 | 03-31-2024 |
| TESLA INC COM | Stock | 153 | $435,080 | 2,475 | 0.00 | 0.00 | 260 | 11.74 | 03-31-2024 |
| LOWES COS INC COM | Stock | 154 | $429,117 | 1,685 | 0.00 | 0.00 | 82 | 5.12 | 03-31-2024 |
