Bartlett & Co. Wealth Management LLC Listed Fds Tr Horizon Kinetics Transaction History

Bartlett & Co. Wealth Management LLC

$6.97 Trillion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Feb 13, 2024	BUY	$27.68 - $30.5 $38,752 - $42,700	1,400 New	1,400 $42.1 Million

Others Institutions Holding INFL

# of Institutions

125

Shares Held

13.7M

Call Options Held

1.8K

Put Options Held

1.9K

Jpmorgan Chase & CO New York, NY

4.19M
Shares

$168 Million
0.01% of portfolio
Oxford Financial Group LTD Indianapolis, IN

2.31M
Shares

$92.7 Million
5.5% of portfolio
Lpl Financial LLC Fort Mill, SC

647K
Shares

$26 Million
0.01% of portfolio
One Charles Private Wealth Services, LLC

412K
Shares

$16.6 Million
6.11% of portfolio
Wells Fargo & Company San Francisco, CA

385K
Shares

$15.5 Million
0.0% of portfolio

About LISTED FDS TR HORIZON KINETICS

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