Bartlett & Co. Wealth Management LLC ETFs

Bartlett & Co. Wealth Management LLC

  • $7.16 Trillion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$53.6 Million 0.0% of portfolio
582
Q2 2025 Reduced 3.8%
$0
$53.3 Million 0.0% of portfolio
637
Q1 2024 Added 63.75%
$0
$51.9 Million 0.0% of portfolio
345
Q2 2025 Added 7.14%
$0
$50.5 Million 0.0% of portfolio
900
Q4 2024 Reduced 18.18%
$0
$49.2 Million 0.0% of portfolio
1,200
Q4 2024 Added 500.0%
$0
$48.5 Million 0.0% of portfolio
2,000
Q1 2025 Reduced 20.0%
$0
$47.8 Million 0.0% of portfolio
800
Q4 2024 Reduced 11.11%
$0
$45.8 Million 0.0% of portfolio
574
Q1 2022 Reduced 8.01%
$0
$45 Million 0.0% of portfolio
880
Q4 2024 New
$0
$44.6 Million 0.0% of portfolio
1,114
Q2 2025 Reduced 94.36%
$0
$42 Million 0.0% of portfolio
1,668
Q1 2025 Reduced 18.55%
$0
$41.6 Million 0.0% of portfolio
800
Q3 2023 New
$0
$40.6 Million 0.0% of portfolio
450
Q3 2024 New
$0
$40.4 Million 0.0% of portfolio
749
Q2 2024 Reduced 92.73%
$0
$40 Million 0.0% of portfolio
965
Q1 2025 Added 13.53%
$0
$38.6 Million 0.0% of portfolio
478
Q1 2025 Reduced 30.42%
$0
$37.8 Million 0.0% of portfolio
915
Q1 2022 New
$0
$37.1 Million 0.0% of portfolio
279
Q2 2024 Added 17.72%
$0
$36.7 Million 0.0% of portfolio
460
Q2 2025 Reduced 4.17%
$59.6B
$35.2 Million 0.0% of portfolio
415
Q4 2022 Reduced 47.8%
$0
$32.9 Million 0.0% of portfolio
663
Q4 2023 New
$0
$32.4 Million 0.0% of portfolio
300
Q3 2023 Reduced 48.36%
$0
$32.1 Million 0.0% of portfolio
400
Q2 2024 Reduced 21.57%
$0
$30.4 Million 0.0% of portfolio
328
Q4 2024 Reduced 23.36%
$0
$28.5 Million 0.0% of portfolio
300
Q3 2023 Reduced 15.01%
$0
$28.5 Million 0.0% of portfolio
544
Q4 2023 New
$0
$27.8 Million 0.0% of portfolio
972
Q2 2025 Reduced 95.67%
$0
$27.5 Million 0.0% of portfolio
1,314
Q2 2025 New
$0
$26.7 Million 0.0% of portfolio
635
Q2 2025 Reduced 90.95%
$0
$25.8 Million 0.0% of portfolio
400
Q3 2024 New
$0
$25.8 Million 0.0% of portfolio
1,542
Q2 2025 New
$0
$25.6 Million 0.0% of portfolio
268
Q2 2024 Added 59.52%
$0
$25.5 Million 0.0% of portfolio
448
Q2 2025 New
$0
$25.3 Million 0.0% of portfolio
450
Q2 2025 Reduced 80.43%
$0
$25 Million 0.0% of portfolio
460
Q4 2024 Reduced 0.43%
$0
$25 Million 0.0% of portfolio
545
Q2 2023 Reduced 15.5%
$0
$24.9 Million 0.0% of portfolio
1,400
Q3 2023 New
$0
$24.4 Million 0.0% of portfolio
547
Q1 2023 New
$0
$23.1 Million 0.0% of portfolio
600
Q3 2023 Reduced 20.0%
$0
$21.3 Million 0.0% of portfolio
425
Q3 2024 Reduced 81.09%
$0
$21 Million 0.0% of portfolio
355
Q2 2024 New
$0
$21 Million 0.0% of portfolio
636
Q2 2025 Reduced 96.9%
$0
$20.9 Million 0.0% of portfolio
279
Q2 2025 New
$0
$20.8 Million 0.0% of portfolio
900
Q3 2023 New
$0
$19.6 Million 0.0% of portfolio
262
Q3 2021 New
$0
$19.4 Million 0.0% of portfolio
245
Q1 2022 New
$0
$19.2 Million 0.0% of portfolio
1,000
Q2 2024 New
$0
$18.5 Million 0.0% of portfolio
229
Q2 2025 New
$0
$18.3 Million 0.0% of portfolio
143
Q3 2024 Reduced 54.6%
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