Bartlett & Co. Wealth Management LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Bartlett & Co. Wealth Management LLC
- $6.79 Trillion
- Q1 2025
A detailed history of Bartlett & Co. Wealth Management LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 299 shares of LMBS stock, worth $14,609. This represents 0.0% of its overall portfolio holdings.
Number of Shares
299
Previous 284
5.28%
Holding current value
$14,609
Previous $13.8 Million
6.34%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding LMBS
# of Institutions
452Shares Held
82.1MCall Options Held
5KPut Options Held
0-
Morgan Stanley New York, NY12.9MShares$630 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.25MShares$452 Million0.18% of portfolio
-
Wells Fargo & Company San Francisco, CA5.08MShares$248 Million0.06% of portfolio
-
Ubs Group Ag4.13MShares$202 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.41MShares$167 Million0.07% of portfolio