Bartlett & Co. Wealth Management LLC Focus Financial Partners Inc. Transaction History

Bartlett & Co. Wealth Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Feb 14, 2024	SELL	$0.0 - $53.0 $0 - $139,125	-2,625 Closed	0 $0
Q2 2023 Feb 14, 2024	SELL	$51.84 - $52.53 $952,663 - $965,343	-18,377 Reduced 87.5%	2,625 $138 Million
Q4 2022 Feb 14, 2024	SELL	$30.65 - $39.97 $281,980 - $367,724	-9,200 Reduced 30.46%	21,002 $783 Million
Q2 2022 Feb 14, 2024	SELL	$31.44 - $46.02 $848,880 - $1.24 Million	-27,000 Reduced 47.2%	30,202 $1.03 Billion
Q4 2021 Feb 14, 2024	BUY	$52.65 - $68.21 $78,501 - $101,701	1,491 Added 2.68%	57,202 $3.42 Billion
Q3 2021 Feb 13, 2024	BUY	$48.09 - $53.55 $53,331 - $59,386	1,109 Added 2.03%	55,711 $2.92 Billion
Q1 2021 Feb 13, 2024	BUY	$41.36 - $54.7 $2.26 Million - $2.99 Million	54,602 New	54,602 $2.27 Billion

78.5K

Ticker FOCS
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 65,448,400
Description
Focus Financial Partners Inc. provides wealth management services to primarily ultra-high and high net worth individuals, families, and business entities. Its wealth management services include investment advice, financial and tax planning, consulting, tax return preparation, family office services, and other services. The company also offers re...

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