Bogart Wealth, LLC Spdr S&P Kensho Intelligent St Transaction History

Bogart Wealth, LLC

$2.11 Billion
Q1 2025

A detailed history of Bogart Wealth, LLC transactions in Spdr S&P Kensho Intelligent St stock. As of the latest transaction made, Bogart Wealth, LLC holds 15 shares of SIMS stock, worth $499. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 15 -0.0%

Holding current value

$499

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 28, 2023	BUY	$31.62 - $36.22 $474 - $543	15 New	15 $0

Others Institutions Holding SIMS

# of Institutions

Shares Held

70.5K

Call Options Held

Put Options Held

Sfi Advisors, LLC Montclair, NJ

13.2K
Shares

$438,691
0.31% of portfolio
Eqis Capital Management, Inc. San Rafael, CA

13K
Shares

$434,692
0.04% of portfolio
Comprehensive Money Management Services LLC Coral Gables, FL

10.9K
Shares

$361,888
0.27% of portfolio
Cary Street Partners Financial LLC Richmond, VA

10.4K
Shares

$348,094
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

9.7K
Shares

$323,270
0.0% of portfolio

View Full List

About SPDR S&P KENSHO INTELLIGENT ST

Ticker SIMS
Sector ETFs
Industry ETFs

More about SIMS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bogart Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bogart Wealth, LLC with notifications on news.

Account

Bogart Wealth, LLC Spdr S&P Kensho Intelligent St Transaction History