Bartlett & Co. Wealth Management LLC Roundhill ETF Trust (S&P 500 0dte Covered Call Strategy Etf) Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.16 Trillion
  • Q2 2025
Number of Shares
10,600
Previous 4,200 152.38%
Holding current value
$469 Million
Previous $190 Million 146.91%
% of portfolio
0.01%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
N/A
6,400 Added 152.38%
10,600 $469 Million
Q1 2025

Apr 24, 2025
BUY
N/A
4,200 New
4,200 $190 Million
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