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 |
|---|---|---|---|---|---|---|---|---|---|
| COTERRA ENERGY INC COM | Stock | 1651 | $0 | 0 | 0.00 | 0.00 | -42 | -100.00 | 03-31-2024 |
| B & G FOODS INC NEW COM | Stock | 1652 | $0 | 0 | 0.00 | 0 | NaN | 03-31-2024 | |
| PUBLIC STORAGE OPER CO COM | REIT | 1653 | $0 | 0 | 0.00 | 0 | NaN | 03-31-2024 |
