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

Bogart Wealth, LLC

$2.1 Billion
Q4 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

147

Shares Held

39.2M

Call Options Held

100

Put Options Held

400

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

33.5M
Shares

$1.58 Billion
3.59% of portfolio
Betterment LLC New York, NY

1.83M
Shares

$86.4 Million
0.22% of portfolio
Morgan Stanley New York, NY

533K
Shares

$25.2 Million
0.0% of portfolio
Strategic Advocates LLC Logan, UT

515K
Shares

$24.4 Million
8.85% of portfolio
Lpl Financial LLC Fort Mill, SC

192K
Shares

$9.06 Million
0.0% of portfolio

About SPDR S&P KENSHO NEW ECONOMIES

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