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 |
|---|---|---|---|---|---|---|---|---|---|
| VANECK FALLEN ANGEL HIGH YIELD BOND ETF | ETF | 401 | $52,294 | 1,802 | 0.00 | 0.00 | -59 | -3.17 | 03-31-2024 |
| REAL ESTATE SELECT SECTOR SPDR FUND | ETF | 402 | $52,266 | 1,322 | 0.00 | 0.00 | -260 | -16.43 | 03-31-2024 |
| VANGUARD SHORT-TERM TREASURY ETF | ETF | 403 | $52,263 | 900 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | ETF | 404 | $51,996 | 887 | 0.00 | 0.00 | 402 | 82.89 | 03-31-2024 |
