Bartlett & Co. LLC Simplify Exch Trad Fds Us Eq P Transaction History

Bartlett & Co. LLC

$6.16 Billion
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Mar 08, 2022	SELL	$30.18 - $33.42 $34,556 - $38,265	-1,145 Closed	0 $0
Q3 2021 Oct 15, 2021	BUY	$30.02 - $32.03 $34,372 - $36,674	1,145 New	1,145 $35,000

Others Institutions Holding SPD

# of Institutions

43

Shares Held

2.07M

Call Options Held

0

Put Options Held

0

High Tower Advisors, LLC Chicago, IL

479K
Shares

$16.5 Million
0.02% of portfolio
Ridgepath Capital Management LLC Knoxville, TN

285K
Shares

$9.81 Million
4.38% of portfolio
Wealth Enhancement Advisory Services, LLC

248K
Shares

$8.54 Million
0.02% of portfolio
Ae Wealth Management LLC

150K
Shares

$5.17 Million
0.05% of portfolio
Almanack Investment Partners, Llc. Wayne, PA

143K
Shares

$4.91 Million
0.79% of portfolio

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