Bartlett & Co. Wealth Management LLC Motley Fool Global Opportunities ETF Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024
Number of Shares
7,310
Previous 7,965 8.22%
Holding current value
$232 Million
Previous $234 Million 1.06%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 17, 2024
SELL
N/A
-655 Reduced 8.22%
7,310 $232 Million
Q2 2024

Jul 12, 2024
SELL
N/A
-318 Reduced 3.84%
7,965 $234 Million
Q1 2024

May 09, 2024
SELL
N/A
-2 Reduced 0.02%
8,283 $251 Million
Q4 2023

Feb 14, 2024
BUY
N/A
430 Added 5.47%
8,285 $231 Million
Q2 2023

Feb 14, 2024
SELL
N/A
-1,240 Reduced 13.63%
7,855 $210 Million
Q4 2022

Feb 14, 2024
BUY
N/A
63 Added 0.7%
9,095 $208 Million
Q4 2021

Feb 14, 2024
BUY
N/A
9,032 New
9,032 $290 Million
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