Bartlett & Co. Wealth Management LLC Asset Management

Bartlett & Co. Wealth Management LLC

  • $6.89 Trillion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$60.1B
$3.82 Billion 0.06% of portfolio
7,168
Q4 2024 Reduced 0.35%
$23.1B
$1.66 Billion 0.02% of portfolio
16,105
Q4 2024 Reduced 2.72%
$69.3B
$1.27 Billion 0.02% of portfolio
16,581
Q3 2024 Reduced 8.45%
$0
$1.2 Billion 0.02% of portfolio
57,525
Q4 2024 Reduced 3.03%
$0
$1.16 Billion 0.02% of portfolio
163,236
Q3 2024 Reduced 0.2%
$132B
$828 Million 0.01% of portfolio
4,805
Q4 2024 Reduced 9.22%
$142B
$621 Million 0.01% of portfolio
4,200
Q4 2024 Reduced 16.0%
$4.6B
$492 Million 0.01% of portfolio
8,400
Q2 2023 New
$0
$418 Million 0.01% of portfolio
37,000
Q4 2024 Added 12.46%
$25.8B
$387 Million 0.01% of portfolio
3,424
Q4 2024 Reduced 2.84%
$20.4B
$322 Million 0.0% of portfolio
4,155
Q2 2023 Added 92.81%
$0
$278 Million 0.0% of portfolio
24,400
Q4 2024 Added 4.27%
$0
$139 Million 0.0% of portfolio
16,000
Q4 2024 Added 33.33%
$4.33B
$122 Million 0.0% of portfolio
1,319
Q2 2022 Reduced 0.08%
$0
$70.9 Million 0.0% of portfolio
6,775
Q4 2024 Reduced 1.45%
$0
$69.2 Million 0.0% of portfolio
5,975
Q1 2022 New
$0
$60.2 Million 0.0% of portfolio
12,000
Q2 2023 Added 71.43%
$0
$54.8 Million 0.0% of portfolio
4,481
Q4 2024 Added 6.06%
$20.5B
$50.5 Million 0.0% of portfolio
1,001
Q2 2024 Reduced 9.08%
$0
$47 Million 0.0% of portfolio
5,750
Q2 2023 Added 666.67%
$0
$41.8 Million 0.0% of portfolio
4,000
Q4 2024 Reduced 25.65%
$0
$33.7 Million 0.0% of portfolio
2,024
Q1 2023 Reduced 7.96%
$0
$26.8 Million 0.0% of portfolio
1,900
Q1 2020 New
$33.9B
$25.7 Million 0.0% of portfolio
145
Q4 2023 New
$0
$24.8 Million 0.0% of portfolio
3,000
Q1 2023 Reduced 0.17%
$0
$19 Million 0.0% of portfolio
2,138
Q4 2024 Added 969.0%
$0
$19 Million 0.0% of portfolio
1,700
Q1 2018 New
$0
$17.8 Million 0.0% of portfolio
2,100
Q4 2023 Reduced 64.41%
$0
$17 Million 0.0% of portfolio
2,500
Q4 2024 Added 22.07%
$103B
$16.5 Million 0.0% of portfolio
100
Q3 2024 New
$0
$16.1 Million 0.0% of portfolio
4,500
Q2 2022 Reduced 5.4%
$0
$15.7 Million 0.0% of portfolio
1,830
Q3 2023 New
$0
$15.1 Million 0.0% of portfolio
2,151
Q4 2024 Reduced 50.01%
$0
$14.9 Million 0.0% of portfolio
700
Q4 2023 New
$0
$14.2 Million 0.0% of portfolio
2,225
Q2 2021 Reduced 20.54%
$0
$13.6 Million 0.0% of portfolio
1,383
Q4 2023 Reduced 34.67%
$0
$13.4 Million 0.0% of portfolio
1,313
Q4 2023 New
$0
$13 Million 0.0% of portfolio
1,066
Q2 2024 Reduced 41.17%
$0
$12.4 Million 0.0% of portfolio
1,307
Q3 2023 New
$300M
$12 Million 0.0% of portfolio
500
Q2 2023 New
$11.4B
$10.9 Million 0.0% of portfolio
131
Q3 2021 Reduced 9.03%
$0
$6.55 Million 0.0% of portfolio
534
Q1 2024 Reduced 44.89%
$0
$6.15 Million 0.0% of portfolio
583
Q4 2024 Reduced 50.04%
$0
$4.85 Million 0.0% of portfolio
902
Q4 2024 New
$0
$4.81 Million 0.0% of portfolio
270
Q4 2019 Reduced 95.2%
$0
$4.44 Million 0.0% of portfolio
366
Q4 2024 Reduced 80.5%
$0
$2.49 Million 0.0% of portfolio
255
Q1 2020 New
$0
$1.6 Million 0.0% of portfolio
193
Q4 2024 New
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