Bogart Wealth, LLC First Tr ETF Viii Low Duration Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding LDSF
# of Institutions
57Shares Held
4.5MCall Options Held
0Put Options Held
0-
Stifel Financial Corp St. Louis, MO703KShares$13.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC528KShares$9.94 Million0.0% of portfolio
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Cedrus LLC Littleton, CO512KShares$9.64 Million3.64% of portfolio
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Envestnet Asset Management Inc367KShares$6.9 Million0.0% of portfolio
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Royal Bank Of Canada Toronto, A6310KShares$5.83 Million0.0% of portfolio