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 |
|---|---|---|---|---|---|---|---|---|---|
| NOVO-NORDISK A S ADR | ADR | 251 | $130,198 | 1,014 | 0.00 | 0.00 | 22 | 2.22 | 03-31-2024 |
| ISHARES RUSSELL MID-CAP GROWTH ETF | ETF | 252 | $129,777 | 1,137 | 0.00 | 0.00 | -20 | -1.73 | 03-31-2024 |
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | ETF | 253 | $128,933 | 5,650 | 0.00 | 0.00 | 2,873 | 103.46 | 03-31-2024 |
| ENERGY SELECT SECTOR SPDR FUND | ETF | 254 | $127,685 | 1,352 | 0.00 | 0.00 | 82 | 6.46 | 03-31-2024 |
