Bartlett & Co. Wealth Management LLC Ishares Morningstar U.S. Equit Transaction History
Bartlett & Co. Wealth Management LLC
- $6.89 Trillion
- Q4 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 180 shares of ILCB stock, worth $13,831. This represents 0.0% of its overall portfolio holdings.
Number of Shares
180
Previous 180
-0.0%
Holding current value
$13,831
Previous $14.3 Million
2.44%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding ILCB
# of Institutions
192Shares Held
6.99MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.26MShares$96.9 Million0.04% of portfolio
-
Advisor Shares Investments LLC Bethesda, MD506KShares$38.9 Million8.19% of portfolio
-
Morgan Stanley New York, NY499KShares$38.4 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA494KShares$38 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN406KShares$31.2 Million0.01% of portfolio