Bartlett & Co. Wealth Management LLC Global X Fds S&P 500 Covered C Transaction History
Bartlett & Co. Wealth Management LLC
- $6.79 Trillion
- Q1 2025
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 103 shares of XYLD stock, worth $3,941. This represents 0.0% of its overall portfolio holdings.
Number of Shares
103
Previous 313
67.09%
Holding current value
$3,941
Previous $13.5 Million
69.85%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding XYLD
# of Institutions
273Shares Held
33.8MCall Options Held
432KPut Options Held
18.4K-
Morgan Stanley New York, NY4.92MShares$188 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.68MShares$141 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC3.41MShares$130 Million0.01% of portfolio
-
Nissay Asset Management Corp Tokyo, M01.65MShares$63.2 Million0.43% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.48MShares$56.6 Million0.02% of portfolio