Bartlett & Co. Wealth Management LLC Brookfiled Asset Manag F Class A Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.16 Trillion
  • Q2 2025
Number of Shares
1,035
Previous 1,035 -0.0%
Holding current value
$57.2 Million
Previous $50.1 Million 14.1%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 17, 2024
SELL
N/A
-675 Reduced 39.47%
1,035 $48.9 Million
Q3 2023

Feb 14, 2024
SELL
N/A
-67 Reduced 3.77%
1,710 $57 Million
Q4 2022

Feb 14, 2024
BUY
N/A
1,777 New
1,777 $50.9 Million
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