Bartlett & Co. Wealth Management LLC Global X Fds Global X Social M Transaction History

Bartlett & Co. Wealth Management LLC

$6.97 Trillion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 Feb 13, 2024	SELL	$27.03 - $32.38 $54 - $64	-2 Closed	0 $0
Q2 2018 Feb 13, 2024	BUY	$33.09 - $38.0 $66 - $76	2 New	2 $71,000

Others Institutions Holding SOCL

# of Institutions

50

Shares Held

1.36M

Call Options Held

0

Put Options Held

5.2K

Daiwa Securities Group Inc. Tokyo, M0

465K
Shares

$19.4 Million
0.09% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

336K
Shares

$14 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

215K
Shares

$8.96 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

55.4K
Shares

$2.31 Million
0.0% of portfolio
Morgan Stanley New York, NY

52.9K
Shares

$2.2 Million
0.0% of portfolio

About GLOBAL X FDS GLOBAL X SOCIAL M

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