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 |
|---|---|---|---|---|---|---|---|---|---|
| ALCON AG ORD SHS | Stock | 901 | $5,997 | 72 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LAMAR ADVERTISING CO NEW CL A | REIT | 902 | $5,971 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO S&P 500 GARP ETF | ETF | 903 | $5,963 | 56 | 0.00 | 0.00 | -25,527 | -99.78 | 03-31-2024 |
| EBAY INC. COM | Stock | 904 | $5,911 | 112 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
