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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES MSCI USA MIN VOL FACTOR ETF | ETF | 651 | $14,961 | 179 | 0.00 | 0.00 | -8 | -4.28 | 03-31-2024 |
| WALKER & DUNLOP INC COM | Stock | 652 | $14,957 | 148 | 0.00 | 148 | +Inf | 03-31-2024 | |
| AMEREN CORP COM | Stock | 653 | $14,792 | 200 | 0.00 | 200 | +Inf | 03-31-2024 | |
| BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | ADR | 654 | $14,788 | 1,249 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
