Bartlett & Co. Wealth Management LLC Wisdomtree Tr U.S Transaction History
Bartlett & Co. Wealth Management LLC
- $7.16 Trillion
- Q2 2025
Shares
2 transactions
Others Institutions Holding DHS
# of Institutions
254Shares Held
6.48MCall Options Held
0Put Options Held
0-
Cwm, LLC844KShares$82.9 Million0.29% of portfolio
-
Wells Fargo & Company San Francisco, CA503KShares$49.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC423KShares$41.6 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC405KShares$39.8 Million0.0% of portfolio
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Cetera Investment Advisers Schaumburg, IL376KShares$36.9 Million0.06% of portfolio