Bartlett & Co. Wealth Management LLC Fortrea HLDGS Inc Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024
Number of Shares
2,058
Previous 2,013 2.24%
Holding current value
$41.2 Million
Previous $47 Million 12.39%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 17, 2024
BUY
N/A
45 Added 2.24%
2,058 $41.2 Million
Q2 2024

Jul 12, 2024
SELL
N/A
-1,474 Reduced 42.27%
2,013 $47 Million
Q1 2024

May 09, 2024
SELL
N/A
-5,933 Reduced 62.98%
3,487 $140 Million
Q4 2023

Feb 14, 2024
SELL
N/A
-12,289 Reduced 56.61%
9,420 $332 Million
Q3 2023

Feb 14, 2024
BUY
N/A
21,709 New
21,709 $621 Million
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