Bartlett & Co. Wealth Management LLC Invesco S&P Smallcap Financial Transaction History
Bartlett & Co. Wealth Management LLC
- $7.16 Trillion
- Q2 2025
Shares
2 transactions
Others Institutions Holding PSCF
# of Institutions
24Shares Held
126KCall Options Held
0Put Options Held
0-
Harbor Capital Advisors, Inc.38.6KShares$2.18 Million0.09% of portfolio
-
Morgan Stanley New York, NY10.2KShares$575,6220.0% of portfolio
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Atlas Wealth LLC Cincinnati, OH10.1KShares$570,3110.3% of portfolio
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Tower Research Capital LLC (Trc) New York, NY9.37KShares$529,5180.01% of portfolio
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Ubs Group Ag6.27KShares$354,1420.0% of portfolio