Bartlett & Co. Wealth Management LLC Spdr Bloomberg Convertible Sec Call Options Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding CWB
# of Institutions
500Shares Held
30.4MCall Options Held
1.3KPut Options Held
200-
Bank Of America Corp Charlotte, NC2.53MShares$200 Million0.02% of portfolio
-
Assetmark, Inc2.2MShares$175 Million0.48% of portfolio
-
Morgan Stanley New York, NY1.6MShares$127 Million0.01% of portfolio
-
Bessemer Group Inc Woodbridge, NJ1.14MShares$90.3 Million0.14% of portfolio
-
Delta Capital Management LLC1.07MShares$84.9 Million30.93% of portfolio