Bartlett & Co. Wealth Management LLC First Trust Nasdaq Technology Transaction History

Bartlett & Co. Wealth Management LLC

$6.89 Trillion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Feb 13, 2024	BUY	$56.07 - $59.24 $19,456 - $20,556	347 New	347 $19.6 Million

Others Institutions Holding TDIV

# of Institutions

358

Shares Held

22.6M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.25M
Shares

$170 Million
0.07% of portfolio
Morgan Stanley New York, NY

2.09M
Shares

$158 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.69M
Shares

$127 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.38M
Shares

$104 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.23M
Shares

$92.7 Million
0.04% of portfolio

About FIRST TRUST NASDAQ TECHNOLOGY

Ticker TDIV
Sector ETFs
Industry ETFs

More about TDIV

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.