Bartlett & Co. Wealth Management LLC ETF Opportunities Tr Formidabl Transaction History
Bartlett & Co. Wealth Management LLC
- $7.16 Trillion
- Q2 2025
Shares
3 transactions
Others Institutions Holding FORH
# of Institutions
4Shares Held
883KCall Options Held
0Put Options Held
0-
Formidable Asset Management, LLC Cincinnati, OH869KShares$20.2 Million3.3% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA12.1KShares$280,8770.0% of portfolio
-
Ubs Group Ag1.35KShares$31,1900.0% of portfolio
-
Concourse Financial Group Securities, Inc. Birmingham, AL0Shares$0100.0% of portfolio