Bartlett & Co. Wealth Management LLC ETF Opportunities Tr Formidabl Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 2024
Shares
3 transactions
Others Institutions Holding FORH
# of Institutions
5Shares Held
956KCall Options Held
0Put Options Held
0-
Formidable Asset Management, LLC Cincinnati, OH936KShares$19.7 Million3.57% of portfolio
-
Gts Securities LLC New York, NY16.6KShares$348,7500.0% of portfolio
-
Ubs Group Ag2.2KShares$46,2690.0% of portfolio
-
Morgan Stanley New York, NY1.3KShares$27,3910.0% of portfolio
-
Concourse Financial Group Securities, Inc. Birmingham, AL0Shares$00.0% of portfolio