Bartlett & Co. Wealth Management LLC American Financial Group, Inc. Transaction History

Bartlett & Co. Wealth Management LLC

$6.97 Trillion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$20.15 - $23.14 $64,379 - $73,932	3,195 Added 14.83%	24,745 $562 Million
Q3 2023 Feb 14, 2024	BUY	$21.4 - $23.86 $12,305 - $13,719	575 Added 2.74%	21,550 $470 Million
Q2 2023 Feb 14, 2024	BUY	$21.97 - $24.52 $12,083 - $13,486	550 Added 2.69%	20,975 $485 Million
Q1 2023 Feb 14, 2024	BUY	$21.45 - $24.75 $20,699 - $23,883	965 Added 4.96%	20,425 $455 Million
Q4 2022 Feb 14, 2024	SELL	$20.32 - $22.77 $47,447 - $53,167	-2,335 Reduced 10.71%	19,460 $422 Million
Q3 2022 Feb 14, 2024	SELL	$22.03 - $25.56 $100,346 - $116,425	-4,555 Reduced 17.29%	21,795 $487 Million
Q2 2022 Feb 14, 2024	SELL	$22.3 - $25.48 $16,056 - $18,345	-720 Reduced 2.66%	26,350 $622 Million
Q1 2022 Feb 14, 2024	BUY	$24.92 - $28.92 $122,357 - $141,997	4,910 Added 22.16%	27,070 $687 Million
Q4 2021 Feb 14, 2024	BUY	$27.8 - $29.56 $616,048 - $655,049	22,160 New	22,160 $647 Million

Others Institutions Holding AFGD

# of Institutions

2

Shares Held

25.1K

Call Options Held

0

Put Options Held

0

About AMERICAN FINANCIAL GROUP, INC.

Ticker AFGD
Sector ETFs
Industry ETFs

More about AFGD

Track This Portfolio

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.