Bartlett & Co. Wealth Management LLC ETF Opportunities Tr Formidabl Transaction History
Bartlett & Co. Wealth Management LLC
- $7.34 Billion
- Q3 2025
Shares
3 transactions
Others Institutions Holding KONG
# of Institutions
4Shares Held
681KCall Options Held
0Put Options Held
0-
Formidable Asset Management, LLC Cincinnati, OH662KShares$20 Million3.09% of portfolio
-
Gts Securities LLC New York, NY17.5KShares$526,5390.02% of portfolio
-
Ubs Group Ag1.33KShares$40,1890.0% of portfolio
-
Concourse Financial Group Securities, Inc. Birmingham, AL0Shares$0100.0% of portfolio