Bartlett & Co. Wealth Management LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Bartlett & Co. Wealth Management LLC
- $6.79 Trillion
- Q1 2025
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 44 shares of DES stock, worth $1,380. This represents 0.0% of its overall portfolio holdings.
Number of Shares
44
Previous 44
-0.0%
Holding current value
$1,380
Previous $1.51 Million
7.07%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DES
# of Institutions
368Shares Held
30.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.42MShares$76.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.9MShares$59.5 Million0.0% of portfolio
-
Ubs Group Ag1.73MShares$54.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.61MShares$50.6 Million0.02% of portfolio
-
Creative Planning Overland Park, KS1.45MShares$45.3 Million0.04% of portfolio