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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDUSTRIALS ETF | ETF | 301 | $97,660 | 400 | 0.00 | 0.00 | -24 | -5.66 | 03-31-2024 |
| GE AEROSPACE COM NEW | Stock | 302 | $96,821 | 552 | 0.00 | 0.00 | 184 | 50.00 | 03-31-2024 |
| GABELLI DIVID & INCOME TR COM | CEF | 303 | $96,148 | 4,184 | 0.00 | 0.00 | 1,000 | 31.41 | 03-31-2024 |
| MATERIALS SELECT SECTOR SPDR FUND | ETF | 304 | $92,890 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
