BWL
ML

Bogart Wealth LLC’s MoneyLion Inc. ML Stock Holding History

Bogart Wealth LLC’s Portfolio ML Stock Details ML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-100
Closed -$8.65K – 1558
2025
Q1 		$8.65K Hold
100
– – ﹤0.01% 791
2024
Q4 		$8.6K Buy
+100
New +$6.75K ﹤0.01% 772

Other funds holding ML

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return