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 |
|---|---|---|---|---|---|---|---|---|---|
| GSK PLC SPONSORED ADR | ADR | 501 | $28,766 | 671 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ETSY INC COM | Stock | 502 | $28,519 | 415 | 0.00 | 0.00 | 24 | 6.14 | 03-31-2024 |
| CBRE GROUP INC CL A | Stock | 503 | $28,491 | 293 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ECOLAB INC COM | Stock | 504 | $28,170 | 122 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
