Number of Shares
6,245
Previous 6,247 0.03%
Holding current value
$332 Million
Previous $260 Million 27.91%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
N/A
-2 Reduced 0.03%
6,245 $332 Million
Q2 2024

Jul 12, 2024

SELL
N/A
-1,144 Reduced 15.48%
6,247 $260 Million
Q4 2023

Feb 14, 2024

BUY
N/A
277 Added 3.89%
7,391 $298 Million
Q4 2022

Feb 14, 2024

BUY
N/A
7,114 New
7,114 $224 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.