Bartlett & Co. Wealth Management LLC Brookfield Corp F Class A Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.59 Trillion
  • Q2 2024
Number of Shares
6,247
Previous 7,391 15.48%
Holding current value
$260 Million
Previous $309 Million 16.14%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
SELL
N/A
-1,144 Reduced 15.48%
6,247 $260 Million
Q4 2023

Feb 14, 2024
BUY
N/A
277 Added 3.89%
7,391 $298 Million
Q4 2022

Feb 14, 2024
BUY
N/A
7,114 New
7,114 $224 Million
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