Bartlett & Co. Wealth Management LLC Wisdomtree Tr U.S Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 2024
Shares
2 transactions
Others Institutions Holding DHS
# of Institutions
222Shares Held
5.71MCall Options Held
0Put Options Held
0-
Cwm, LLC911KShares$91.4 Million0.37% of portfolio
-
Wells Fargo & Company San Francisco, CA427KShares$42.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC393KShares$39.5 Million0.02% of portfolio
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Linscomb & Williams, Inc. Houston, TX357KShares$35.8 Million1.67% of portfolio
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Cetera Investment Advisers Schaumburg, IL350KShares$35.2 Million0.07% of portfolio