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 KONG
# of Institutions
4Shares Held
742KCall Options Held
0Put Options Held
0-
Formidable Asset Management, LLC Cincinnati, OH723KShares$21.9 Million3.54% of portfolio
-
Gts Securities LLC New York, NY17.5KShares$529,5080.02% of portfolio
-
Ubs Group Ag1.33KShares$40,4160.0% of portfolio
-
Concourse Financial Group Securities, Inc. Birmingham, AL0Shares$0100.0% of portfolio