Bartlett & Co. Wealth Management LLC Etfis Ser Tr I Virtus Private Transaction History
Bartlett & Co. Wealth Management LLC
- $7.34 Billion
- Q3 2025
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Etfis Ser Tr I Virtus Private stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 4,000 shares of VPC stock, worth $74,240. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,000
Previous 5,000
20.0%
Holding current value
$74,240
Previous $102 Million
99.93%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VPC
# of Institutions
28Shares Held
640KCall Options Held
0Put Options Held
0-
Delta Investment Management, LLC161KShares$3 Million0.78% of portfolio
-
Avantax Advisory Services, Inc.78.1KShares$1.45 Million0.01% of portfolio
-
Milestone Asset Management, LLC Pittsburgh, PA58.6KShares$1.09 Million0.21% of portfolio
-
Commonwealth Equity Services, LLC46.7KShares$865,8230.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL43.6KShares$808,7700.0% of portfolio