Bartlett & Co. Wealth Management LLC Siriusxm HLDGS Inc Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.79 Trillion
  • Q1 2025
Number of Shares
35,508
Previous 35,458 0.14%
Holding current value
$801 Million
Previous $808 Million 0.98%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
N/A
50 Added 0.14%
35,508 $801 Million
Q4 2024

Jan 17, 2025
SELL
N/A
-152 Reduced 0.43%
35,458 $808 Million
Q3 2024

Oct 17, 2024
BUY
N/A
35,610 New
35,610 $842 Million
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