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 |
|---|---|---|---|---|---|---|---|---|---|
| HEICO CORP NEW COM | Stock | 801 | $8,595 | 45 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LXP INDUSTRIAL TRUST COM | REIT | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | ETF | 803 | $8,527 | 100 | 0.00 | 0.00 | 56 | 127.27 | 03-31-2024 |
| AGNC INVT CORP COM | REIT | 804 | $8,415 | 850 | 0.00 | 850 | +Inf | 03-31-2024 |
