Bartlett & Co. Wealth Management LLC Wisdomtree Tr U.S Transaction History
Bartlett & Co. Wealth Management LLC
- $6.89 Trillion
- Q4 2024
Shares
2 transactions
Others Institutions Holding DHS
# of Institutions
243Shares Held
6.05MCall Options Held
0Put Options Held
0-
Cwm, LLC879KShares$86.9 Million0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA490KShares$48.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC388KShares$38.4 Million0.02% of portfolio
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Linscomb & Williams, Inc. Houston, TX360KShares$35.5 Million1.7% of portfolio
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Cetera Investment Advisers Schaumburg, IL351KShares$34.7 Million0.07% of portfolio