Bartlett & Co. Wealth Management LLC Wisdomtree U.S. Midcap Fund Transaction History
Bartlett & Co. Wealth Management LLC
- $6.89 Trillion
- Q4 2024
Shares
2 transactions
Others Institutions Holding EZM
# of Institutions
153Shares Held
7.46MCall Options Held
0Put Options Held
0-
Ubs Group Ag898KShares$58.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC605KShares$39.2 Million0.0% of portfolio
-
Davenport & CO LLC549KShares$35.6 Million0.21% of portfolio
-
Truist Financial Corp478KShares$31 Million0.05% of portfolio
-
Morgan Stanley New York, NY476KShares$30.8 Million0.0% of portfolio