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 $14,627. This represents 0.0% of its overall portfolio holdings.
Number of Shares
299
Previous 284
5.28%
Holding current value
$14,627
Previous $13.8 Million
6.34%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding LMBS
# of Institutions
441Shares Held
78.9MCall Options Held
4KPut Options Held
0-
Morgan Stanley New York, NY12.1MShares$590 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.27MShares$453 Million0.19% of portfolio
-
Wells Fargo & Company San Francisco, CA4.85MShares$237 Million0.05% of portfolio
-
Ubs Group Ag4.15MShares$203 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.07MShares$150 Million0.06% of portfolio