Bartlett & Co. Wealth Management LLC Global X Fds Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Global X Fds stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 4,000 shares of BOTZ stock, worth $132,760. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,000
Previous 4,000 -0.0%
Holding current value
$132,760
Previous $124 Million 4.07%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$26.84 - $32.89 $26,840 - $32,890
1,000 Added 33.33%
4,000 $127 Million
Q4 2023

Feb 14, 2024
BUY
$22.34 - $28.72 $44,680 - $57,440
2,000 Added 200.0%
3,000 $86.2 Million
Q3 2023

Feb 14, 2024
BUY
$24.12 - $30.13 $23,251 - $29,045
964 Added 2677.78%
1,000 $24.7 Million
Q2 2023

Feb 14, 2024
SELL
$24.5 - $29.72 $5,243 - $6,360
-214 Reduced 85.6%
36 $1.04 Million
Q3 2021

Feb 13, 2024
BUY
$32.76 - $39.39 $8,189 - $9,847
250 New
250 $9.14 Million
Q3 2020

Feb 13, 2024
SELL
$24.01 - $28.13 $3,001 - $3,516
-125 Closed
0 $0
Q2 2020

Feb 13, 2024
BUY
$16.92 - $24.06 $2,115 - $3,007
125 New
125 $2.99 Million

Others Institutions Holding BOTZ

# of Institutions
395
Shares Held
30.5M
Call Options Held
199K
Put Options Held
284K
View Full List

About GLOBAL X FDS

BOTZ Quotes by TradingView
  • Ticker BOTZ
  • Sector ETFs
  • Industry ETFs
More about BOTZ
Track This Portfolio

Track Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email