Number of Shares
1,886
Previous 1,916 1.57%
Holding current value
$147 Million
Previous $174 Million 15.63%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 12, 2024

SELL
N/A
-30 Reduced 1.57%
1,886 $147 Million
Q1 2024

May 09, 2024

SELL
N/A
-970 Reduced 33.61%
1,916 $174 Million
Q4 2023

Feb 14, 2024

BUY
N/A
366 Added 14.52%
2,886 $224 Million
Q2 2023

Feb 14, 2024

BUY
N/A
523 Added 26.19%
2,520 $205 Million
Q1 2023

Feb 14, 2024

BUY
N/A
1,997 New
1,997 $164 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.