Bartlett & Co. Wealth Management LLC Brookfiled Asset Manag F Class A Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024
Number of Shares
1,035
Previous 1,710 39.47%
Holding current value
$48.9 Million
Previous $65.1 Million 24.78%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
N/A
-675 Reduced 39.47%
1,035 $48.9 Million
Q3 2023

Feb 14, 2024
SELL
N/A
-67 Reduced 3.77%
1,710 $57 Million
Q4 2022

Feb 14, 2024
BUY
N/A
1,777 New
1,777 $50.9 Million
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