Bartlett & Co. Wealth Management LLC Asset Management

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$61.2B
$3.38 Billion 0.05% of portfolio
7,193
Q3 2024 Reduced 0.69%
$155B
$1.57 Billion 0.02% of portfolio
1,655
Q3 2024 Reduced 1.02%
$23.1B
$1.5 Billion 0.02% of portfolio
16,555
Q3 2024 Reduced 13.35%
$0
$1.4 Billion 0.02% of portfolio
59,325
Q3 2024 Reduced 27.43%
$65.7B
$1.19 Billion 0.02% of portfolio
16,581
Q3 2024 Reduced 8.45%
$0
$1.16 Billion 0.02% of portfolio
163,236
Q3 2024 Reduced 0.2%
$136B
$811 Million 0.01% of portfolio
5,293
Q2 2024 Reduced 6.65%
$139B
$653 Million 0.01% of portfolio
5,000
Q3 2024 Reduced 7.41%
$4.11B
$421 Million 0.01% of portfolio
8,400
Q2 2023 New
$0
$394 Million 0.01% of portfolio
32,900
Q3 2024 Added 11.9%
$28B
$384 Million 0.01% of portfolio
3,524
Q3 2024 Reduced 21.06%
$21.6B
$357 Million 0.01% of portfolio
4,155
Q2 2023 Added 92.81%
$0
$278 Million 0.0% of portfolio
23,400
Q4 2023 Reduced 49.24%
$5.19B
$127 Million 0.0% of portfolio
1,319
Q2 2022 Reduced 0.08%
$0
$99.5 Million 0.0% of portfolio
12,000
Q3 2024 Reduced 29.41%
$0
$82.8 Million 0.0% of portfolio
6,875
Q3 2024 Reduced 19.61%
$0
$67.9 Million 0.0% of portfolio
6,000
Q2 2024 Added 197.03%
$0
$62.3 Million 0.0% of portfolio
12,000
Q2 2023 Added 71.43%
$0
$60.7 Million 0.0% of portfolio
5,380
Q3 2023 Added 7.19%
$0
$59.9 Million 0.0% of portfolio
4,225
Q3 2024 Added 40.83%
$0
$50.1 Million 0.0% of portfolio
5,750
Q2 2023 Added 666.67%
$19.3B
$43.1 Million 0.0% of portfolio
1,001
Q2 2024 Reduced 9.08%
$0
$37.7 Million 0.0% of portfolio
2,024
Q1 2023 Reduced 7.96%
$0
$32.8 Million 0.0% of portfolio
4,303
Q1 2018 New
$0
$27.8 Million 0.0% of portfolio
3,419
Q4 2023 New
$0
$27.5 Million 0.0% of portfolio
1,900
Q1 2020 New
$0
$26.5 Million 0.0% of portfolio
3,000
Q1 2023 Reduced 0.17%
$0
$23.7 Million 0.0% of portfolio
1,877
Q2 2024 Reduced 5.06%
$30.8B
$22.6 Million 0.0% of portfolio
145
Q4 2023 New
$0
$22.1 Million 0.0% of portfolio
1,700
Q1 2018 New
$0
$19.2 Million 0.0% of portfolio
2,100
Q4 2023 Reduced 64.41%
$0
$17.4 Million 0.0% of portfolio
1,444
Q1 2022 Reduced 49.98%
$0
$16.9 Million 0.0% of portfolio
4,500
Q2 2022 Reduced 5.4%
$0
$16.6 Million 0.0% of portfolio
1,830
Q3 2023 New
$0
$16.1 Million 0.0% of portfolio
1,600
Q3 2022 Reduced 60.98%
$0
$15.3 Million 0.0% of portfolio
1,300
Q3 2023 Added 62.5%
$0
$14.9 Million 0.0% of portfolio
2,048
Q2 2024 New
$0
$14.7 Million 0.0% of portfolio
1,383
Q4 2023 Reduced 34.67%
$0
$14.6 Million 0.0% of portfolio
2,225
Q2 2021 Reduced 20.54%
$0
$14.4 Million 0.0% of portfolio
700
Q4 2023 New
$0
$14.3 Million 0.0% of portfolio
1,313
Q4 2023 New
$0
$14 Million 0.0% of portfolio
1,066
Q2 2024 Reduced 41.17%
$0
$13.8 Million 0.0% of portfolio
1,233
Q3 2024 Reduced 34.35%
$0
$13.4 Million 0.0% of portfolio
1,167
Q1 2018 New
$0
$13 Million 0.0% of portfolio
1,307
Q3 2023 New
$105B
$12.5 Million 0.0% of portfolio
100
Q3 2024 New
$305M
$11.6 Million 0.0% of portfolio
500
Q2 2023 New
$11.1B
$9.06 Million 0.0% of portfolio
131
Q3 2021 Reduced 9.03%
$0
$7.43 Million 0.0% of portfolio
750
Q3 2023 New
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