Bogart Wealth, LLC Ishares Tr Currency Hedged Msc Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding HAWX
# of Institutions
38Shares Held
5.3MCall Options Held
0Put Options Held
0-
Financial Advisors, LLC Andover, MA1.75MShares$57.6 Million10.99% of portfolio
-
Coldstream Capital Management Inc577KShares$19 Million0.46% of portfolio
-
Ae Wealth Management LLC497KShares$16.4 Million0.18% of portfolio
-
Scotia Capital Inc.448KShares$14.8 Million0.09% of portfolio
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Partners Capital Investment Group, LLP Boston, MA374KShares$12.3 Million0.23% of portfolio