Bartlett & Co. Wealth Management LLC New Holdings in Q3 2024

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Siriusxm Hldgs Inc
35.6K
New
N/A
35.6K $842M
LYTS
Lsi Industries Inc

Technology
37.8K
New
$13.9 - $17.06 $526K - $645K
37.8K $611M
VPC
Etfis Ser Tr I Virtus Private

ETFs
5K
New
$21.71 - $23.14 $109K - $116K
5K $112M
Smurfit Westrock LTD F
1.82K
New
N/A
1.82K $90M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
1.62K
New
$49.82 - $55.29 $80.9K - $89.7K
1.62K $89.7M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
664
New
$65.06 - $71.72 $43.2K - $47.6K
664 $47.2M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
450
New
$80.13 - $88.89 $36.1K - $40K
450 $39.7M
Morgan Stanley Direct Le
1.29K
New
N/A
1.29K $26.5M
Tempus Ai Inc Class A
400
New
N/A
400 $22.6M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
400
New
$49.94 - $56.3 $20K - $22.5K
400 $22.5M
Amentum Hldgs Inc
682
New
N/A
682 $22M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
322
New
$52.27 - $60.45 $16.8K - $19.5K
322 $19.1M
WTW
Willis Towers Watson PLC

Financial Services
50
New
$257.34 - $294.53 $12.9K - $14.7K
50 $14.8M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
188
New
$64.0 - $72.54 $12K - $13.6K
188 $13.6M
CVNA
Carvana Co.

Consumer Cyclical
75
New
$122.32 - $175.15 $9.17K - $13.1K
75 $13.1M
APO
Apollo Global Management, Inc.

Financial Services
100
New
$99.16 - $125.81 $9.92K - $12.6K
100 $12.5M
AOA
Ishares Tr Core Aggressive All

ETFs
130
New
$72.11 - $79.05 $9.37K - $10.3K
130 $10.3M
PEN
Penumbra Inc

Healthcare
52
New
$163.64 - $210.12 $8.51K - $10.9K
52 $10.1M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
225
New
$25.38 - $26.27 $5.71K - $5.91K
225 $5.91M
ED
Consolidated Edison Inc

Utilities
51
New
$88.42 - $104.97 $4.51K - $5.35K
51 $5.31M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
80
New
$36.99 - $40.84 $2.96K - $3.27K
80 $3.26M
AZO
Autozone Inc

Consumer Cyclical
1
New
$2815.0 - $3212.87 $2.82K - $3.21K
1 $3.15M
TNDM
Tandem Diabetes Care Inc

Healthcare
62
New
$35.21 - $47.3 $2.18K - $2.93K
62 $2.63M
Grayscale Bitcoin Mini Tr Btc Shs
415
New
N/A
415 $2.34M
Corplay Inc Com
6
New
N/A
6 $1.88M
ELS
Equity Lifestyle Properties Inc

Real Estate
22
New
$63.6 - $76.23 $1.4K - $1.68K
22 $1.58M
FFIV
F5, Inc.

Technology
7
New
$170.44 - $223.6 $1.19K - $1.57K
7 $1.54M
FRNW
Fidelity Covington Tr Clean En
43
New
$14.32 - $16.18 $616 - $696
43 $694K
APTV
Aptiv PLC

Consumer Cyclical
9
New
$65.39 - $74.24 $589 - $668
9 $648K
AFRM
Affirm Holdings, Inc.

Technology
14
New
$24.12 - $44.98 $338 - $630
14 $571K
Ginkgo Bioworks Hldg Class A
12
New
N/A
12 $98K
Sndl Inc Com
27
New
N/A
27 $56K
EYE
National Vision Holdings, Inc.

Consumer Cyclical
5
New
$9.68 - $14.46 $48.4 - $72.3
5 $55K
Advent Conv & Income Rts
1.3K
New
N/A
1.3K $26K
Activity Summary
Buys All Purchases 183 New Holdings 35 Increased Positions 148 Sells All Sells 286 Reductions 286 Sold out 0 Options Calls 0 Puts 0
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