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

Bartlett & Co. Wealth Management LLC

$6.97 Trillion
Q3 2024

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

40

Shares Held

1.47M

Call Options Held

0

Put Options Held

0

High Tower Advisors, LLC Chicago, IL

265K
Shares

$8.82 Million
0.01% of portfolio
Wealth Enhancement Advisory Services, LLC

248K
Shares

$8.24 Million
0.02% of portfolio
Ae Wealth Management LLC

139K
Shares

$4.62 Million
0.05% of portfolio
Almanack Investment Partners, Llc. Wayne, PA

136K
Shares

$4.52 Million
0.74% of portfolio
Austin Wealth Management, LLC Austin, TX

113K
Shares

$3.75 Million
0.82% of portfolio

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