Bartlett & Co. Wealth Management LLC Annaly Capital Management Inc Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.16 Trillion
  • Q2 2025
Number of Shares
1,375
Previous 2,000 31.25%
Holding current value
$26.8 Million
Previous $42 Million 36.13%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
N/A
-625 Reduced 31.25%
1,375 $26.8 Million
Q1 2025

Apr 24, 2025
SELL
N/A
-962 Reduced 32.48%
2,000 $42 Million
Q4 2024

Jan 17, 2025
BUY
N/A
1,200 Added 68.1%
2,962 $56.1 Million
Q2 2024

Jul 12, 2024
SELL
N/A
-1,543 Reduced 46.69%
1,762 $34.7 Million
Q1 2024

May 09, 2024
SELL
N/A
-275 Reduced 7.68%
3,305 $67.2 Million
Q3 2023

Feb 14, 2024
SELL
N/A
-250 Reduced 6.53%
3,580 $69.7 Million
Q2 2023

Feb 14, 2024
BUY
N/A
3,830 New
3,830 $77.2 Million
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