Bartlett & Co. Wealth Management LLC Simplify Exch Trad Fds Us Eq P Transaction History

Bartlett & Co. Wealth Management LLC

$6.79 Trillion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Feb 13, 2024	BUY	$30.02 - $32.03 $34,372 - $36,674	1,145 New	1,145 $34.8 Million

Others Institutions Holding SPD

# of Institutions

45

Shares Held

1.92M

Call Options Held

0

Put Options Held

0

High Tower Advisors, LLC Chicago, IL

469K
Shares

$17.8 Million
0.02% of portfolio
Ethos Financial Group, LLC King Of Prussia, PA

219K
Shares

$8.3 Million
0.73% of portfolio
Authentikos Wealth Advisory, LLC Morgan Hill, CA

219K
Shares

$8.3 Million
5.7% of portfolio
Wealth Enhancement Advisory Services, LLC

211K
Shares

$8.02 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

119K
Shares

$4.52 Million
0.01% of portfolio

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