Bogart Wealth, LLC Ishares Tr Transaction History
Bogart Wealth, LLC
- $2.11 Billion
- Q1 2025
Shares
5 transactions
Others Institutions Holding IHE
# of Institutions
164Shares Held
5.53MCall Options Held
100Put Options Held
0-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa3.23MShares$220 Million0.09% of portfolio
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Morgan Stanley New York, NY381KShares$25.9 Million0.0% of portfolio
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Jpmorgan Chase & CO New York, NY189KShares$12.8 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC164KShares$11.2 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC120KShares$8.17 Million0.0% of portfolio