Bogart Wealth, LLC Ishares Tr Core Conservative A Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding AOK
# of Institutions
166Shares Held
4.76MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC460KShares$17.2 Million0.01% of portfolio
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Sargent Bickham Lagudis LLC405KShares$15.2 Million1.12% of portfolio
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Black Rock Inc. New York, NY328KShares$12.3 Million0.0% of portfolio
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Lido Advisors, LLC Los Angeles, CA205KShares$7.66 Million0.04% of portfolio
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Geo Wealth Management, LLC Chicago, IL192KShares$7.17 Million0.27% of portfolio