Bartlett & Co. Wealth Management LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Bartlett & Co. Wealth Management LLC
- $6.89 Trillion
- Q4 2024
Shares
2 transactions
Others Institutions Holding BUFD
# of Institutions
159Shares Held
33.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.53MShares$144 Million0.06% of portfolio
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Gw Henssler & Associates LTD4.01MShares$104 Million6.23% of portfolio
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Envestnet Asset Management Inc3.32MShares$86.1 Million0.03% of portfolio
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Centennial Wealth Advisory LLC1.82MShares$47.3 Million18.02% of portfolio
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Creekmur Asset Management LLC Morton, IL1.36MShares$35.3 Million8.0% of portfolio