Bogart Wealth, LLC First Tr Large Cap Value Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding FTA
# of Institutions
223Shares Held
11.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.18MShares$172 Million0.01% of portfolio
-
Ubs Group Ag1.01MShares$79.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC849KShares$66.9 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL452KShares$35.6 Million0.01% of portfolio
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Envestnet Asset Management Inc417KShares$32.9 Million0.01% of portfolio