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 |
|---|---|---|---|---|---|---|---|---|---|
| EMBECTA CORP COMMON STOCK | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -20 | -51.28 | 03-31-2024 |
| ORGANON & CO COMMON STOCK | Stock | 1502 | $285 | 15 | 0.00 | 0.00 | -48 | -76.19 | 03-31-2024 |
| LUCID GROUP INC COM | Stock | 1503 | $285 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EDISON INTL COM | Stock | 1504 | $283 | 4 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
