Bogart Wealth, LLC Pacer Fds Tr Benchmark Data & Call Options Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SRVR
# of Institutions
109Shares Held
8.87MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.42MShares$106 Million0.01% of portfolio
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Northwestern Mutual Wealth Management CO1.29MShares$39.9 Million0.04% of portfolio
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Morgan Stanley New York, NY850KShares$26.3 Million0.0% of portfolio
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Ubs Group Ag413KShares$12.8 Million0.0% of portfolio
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Foster & Motley Inc Cincinnati, OH366KShares$11.3 Million0.75% of portfolio