Bogart Wealth, LLC Spdr S&P Kensho New Economies Transaction History

Bogart Wealth, LLC

$2.1 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 21, 2023	BUY	$39.25 - $46.32 $19,821 - $23,391	505 New	505 $21,000

Others Institutions Holding KOMP

# of Institutions

139

Shares Held

39M

Call Options Held

300

Put Options Held

6.4K

Financial Engines Advisors L.L.C. Santa Clara, CA

34.2M
Shares

$1.84 Billion
3.46% of portfolio
Betterment LLC New York, NY

1.67M
Shares

$89.9 Million
0.2% of portfolio
Strategic Advocates LLC Logan, UT

496K
Shares

$26.7 Million
8.76% of portfolio
Morgan Stanley New York, NY

216K
Shares

$11.6 Million
0.0% of portfolio
Mariner, LLC Overland Park, KS

171K
Shares

$9.21 Million
0.02% of portfolio

About SPDR S&P KENSHO NEW ECONOMIES

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