Bogart Wealth, LLC's ownership history for ACWI

Bogart Wealth, LLC currently holds 910.1K shares with a market value of $128.8M. It started holding ACWI on 2024-09-30. At its peak, it held 925.2K shares on 2025-06-30. Its highest holding value was $128.8M on 2025-12-31. At its lowest, it held 684.9K shares on 2025-03-31, with a value of $79.7M on 2025-03-31. In the recent 180 days, Bogart Wealth, LLC has decreased its shares by 15.1K. In the recent year, Bogart Wealth, LLC has increased its shares by 219.3K.