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 |
|---|---|---|---|---|---|---|---|---|---|
| BRINKER INTL INC COM | Stock | 701 | $12,420 | 250 | 0.00 | 0.00 | -750 | -75.00 | 03-31-2024 |
| WESTERN DIGITAL CORP. COM | Stock | 702 | $12,215 | 179 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| XPO INC COM | Stock | 703 | $12,203 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AERCAP HOLDINGS NV SHS | Stock | 704 | $12,080 | 139 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
