Bartlett & Co. Wealth Management LLC Wisdomtree Tr U.S. Midcap Divi Call Options Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DON
# of Institutions
449Shares Held
41MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.38MShares$226 Million0.02% of portfolio
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Morgan Stanley New York, NY2.46MShares$126 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC2.41MShares$124 Million0.06% of portfolio
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Linscomb & Williams, Inc. Houston, TX1.86MShares$95.8 Million4.73% of portfolio
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Ubs Group Ag1.61MShares$83.1 Million0.02% of portfolio