Bogart Wealth, LLC Ishares U S ETF Tr Int Rate He Transaction History
Bogart Wealth, LLC
- $2.32 Billion
- Q2 2025
Shares
1 transactions
Others Institutions Holding LQDH
# of Institutions
109Shares Held
4.1MCall Options Held
0Put Options Held
0-
Destination Wealth Management816KShares$75.5 Million2.4% of portfolio
-
Envestnet Asset Management Inc396KShares$36.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC363KShares$33.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC289KShares$26.7 Million0.01% of portfolio
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Leo Wealth, LLC Hurst, TX241KShares$22.3 Million1.73% of portfolio