Bogart Wealth, LLC Schwab Fundamental U S Broad M Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding FNDB
# of Institutions
145Shares Held
4.05MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc554KShares$13 Million10.9% of portfolio
-
Callan Capital, LLC La Jolla, CA458KShares$10.7 Million2.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL221KShares$5.17 Million0.02% of portfolio
-
Systelligence, LLC201KShares$4.72 Million3.74% of portfolio
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Sound Stewardship, LLC Overland Park, KS198KShares$4.64 Million7.83% of portfolio