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 |
|---|---|---|---|---|---|---|---|---|---|
| RIVIAN AUTOMOTIVE INC COM CL A | Stock | 601 | $17,849 | 1,630 | 0.00 | 0.00 | -315 | -16.20 | 03-31-2024 |
| SANOFI SPONSORED ADR | ADR | 602 | $17,836 | 367 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | ETF | 603 | $17,557 | 215 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| STRYKER CORPORATION COM | Stock | 604 | $17,536 | 49 | 0.00 | 0.00 | 7 | 16.67 | 03-31-2024 |
