Bogart Wealth, LLC Cambria Global Asset Allocatio Transaction History
Bogart Wealth, LLC
- $2.11 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding GAA
# of Institutions
25Shares Held
994KCall Options Held
0Put Options Held
0-
Austin Wealth Management, LLC Austin, TX267KShares$7.69 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC262KShares$7.56 Million0.0% of portfolio
-
Advisor Resource Council91.1KShares$2.62 Million0.2% of portfolio
-
Financial Architects, Inc Marlton, NJ68.9KShares$1.98 Million0.28% of portfolio
-
Stone X Group Inc.67.4KShares$1.94 Million0.12% of portfolio