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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR BLOOMBERG HIGH YIELD BOND ETF | ETF | 351 | $69,877 | 734 | 0.00 | 0.00 | 713 | 3395.24 | 03-31-2024 |
| KLA CORP COM NEW | Stock | 352 | $69,857 | 100 | 0.00 | 0.00 | 50 | 100.00 | 03-31-2024 |
| FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | ETF | 353 | $69,569 | 1,404 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES IBONDS DEC 2029 TERM TREASURY ETF | ETF | 354 | $68,886 | 3,204 | 0.00 | 3,204 | +Inf | 03-31-2024 |
