Number of Shares
29
Previous 1,937 98.5%
Holding current value
$6,000
Previous $618,000 99.03%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 17, 2025

SELL
N/A
-1,908 Reduced 98.5%
29 $6,000
Q3 2024

Oct 17, 2024

BUY
N/A
625 Added 47.64%
1,937 $618,000
Q2 2024

Jul 12, 2024

BUY
N/A
1,312 New
1,312 $2.07 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.