Bogart Wealth, LLC Ishares U S ETF Tr Int Rate He Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding LQDH
# of Institutions
88Shares Held
3.45MCall Options Held
0Put Options Held
0-
Destination Wealth Management780KShares$72.4 Million2.27% of portfolio
-
Bank Of America Corp Charlotte, NC304KShares$28.2 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC235KShares$21.8 Million0.01% of portfolio
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Leo Wealth, LLC Hurst, TX217KShares$20.2 Million1.85% of portfolio
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Leo Brokerage, LLC187KShares$17.4 Million1.99% of portfolio