Bogart Wealth, LLC Innovator U.S. Equity Buffer E Transaction History
Bogart Wealth, LLC
- $2.11 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding BJAN
# of Institutions
120Shares Held
4.6MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC550KShares$25.5 Million0.04% of portfolio
-
Brookstone Capital Management485KShares$22.5 Million0.37% of portfolio
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Penserra Capital Management LLC Orinda, CA376KShares$17.4 Million0.31% of portfolio
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Integral Investment Advisors, Inc.249KShares$11.5 Million3.81% of portfolio
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Marcum Wealth, LLC157KShares$7.29 Million0.64% of portfolio