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 |
|---|---|---|---|---|---|---|---|---|---|
| EXELON CORP COM | Stock | 851 | $6,913 | 184 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CLEARBRIDGE ENERGY MIDSTRM OPP COM | CEF | 852 | $6,873 | 169 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | ETF | 853 | $6,837 | 139 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HANCOCK JOHN FINL OPPTYS FD SH BEN INT NEW | CEF | 854 | $6,833 | 231 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
