Bartlett & Co. Wealth Management LLC Brookfield Corp F Class A Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.16 Trillion
  • Q2 2025
Number of Shares
5,975
Previous 5,975 -0.0%
Holding current value
$370 Million
Previous $313 Million 18.01%
% of portfolio
0.01%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
N/A
-270 Reduced 4.32%
5,975 $343 Million
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
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