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

Bogart Wealth, LLC

$2.46 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SIMS

# of Institutions

16

Shares Held

71.9K

Call Options Held

0

Put Options Held

0

Eqis Capital Management, Inc. San Rafael, CA

13.5K
Shares

$618,464
0.04% of portfolio
Sfi Advisors, LLC Montclair, NJ

12.6K
Shares

$574,174
0.36% of portfolio
Cary Street Partners Financial LLC Richmond, VA

10.3K
Shares

$472,215
0.01% of portfolio
Comprehensive Money Management Services LLC Coral Gables, FL

9.63K
Shares

$439,888
0.31% of portfolio
Lpl Financial LLC Fort Mill, SC

7.51K
Shares

$342,952
0.0% of portfolio

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