Bartlett & Co. Wealth Management LLC Mohr Sector Nav ETF Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.16 Trillion
  • Q2 2025
Number of Shares
9
Previous 57 84.21%
Holding current value
$291,000
Previous $1.7 Million 82.87%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 18, 2025
SELL
N/A
-48 Reduced 84.21%
9 $291,000
Q1 2025

Apr 24, 2025
BUY
N/A
57 New
57 $1.7 Million
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