Bartlett & Co. Wealth Management LLC Listed Fds Tr Horizon Kinetics Transaction History

Bartlett & Co. Wealth Management LLC

$6.97 Trillion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Feb 13, 2024	BUY	$27.68 - $30.5 $38,752 - $42,700	1,400 New	1,400 $42.1 Million

Others Institutions Holding INFL

# of Institutions

126

Shares Held

13.7M

Call Options Held

1.8K

Put Options Held

1.9K

Jpmorgan Chase & CO New York, NY

4.19M
Shares

$160 Million
0.01% of portfolio
Oxford Financial Group LTD Indianapolis, IN

2.31M
Shares

$87.9 Million
5.5% of portfolio
Lpl Financial LLC Fort Mill, SC

647K
Shares

$24.6 Million
0.01% of portfolio
One Charles Private Wealth Services, LLC

412K
Shares

$15.7 Million
6.11% of portfolio
Wells Fargo & Company San Francisco, CA

385K
Shares

$14.7 Million
0.0% of portfolio

About LISTED FDS TR HORIZON KINETICS

Ticker INFL
Sector ETFs
Industry ETFs

More about INFL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.