Bartlett & Co. Wealth Management LLC ETFs

Bartlett & Co. Wealth Management LLC

  • $6.79 Trillion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.5 Million 0.0% of portfolio
211
Q3 2024 Reduced 98.95%
$0
$15 Million 0.0% of portfolio
305
Q4 2024 Reduced 89.13%
$0
$14.7 Million 0.0% of portfolio
299
Q1 2025 Added 5.28%
$0
$14.2 Million 0.0% of portfolio
355
Q1 2025 Reduced 27.55%
$0
$14.1 Million 0.0% of portfolio
116
Q4 2024 Reduced 33.33%
$0
$13.9 Million 0.0% of portfolio
180
Q2 2021 Added 300.0%
$0
$13.6 Million 0.0% of portfolio
950
Q2 2024 Reduced 89.39%
$0
$13.5 Million 0.0% of portfolio
188
Q3 2024 New
$0
$13 Million 0.0% of portfolio
232
Q1 2025 Reduced 27.95%
$0
$12.6 Million 0.0% of portfolio
274
Q4 2024 New
$0
$12.6 Million 0.0% of portfolio
500
Q1 2025 Reduced 16.67%
$0
$12.3 Million 0.0% of portfolio
530
Q1 2025 Reduced 11.67%
$0
$11.6 Million 0.0% of portfolio
135
Q4 2024 New
$0
$11.2 Million 0.0% of portfolio
295
Q4 2023 Reduced 44.34%
$0
$10.4 Million 0.0% of portfolio
276
Q4 2024 Reduced 1.43%
$0
$9.79 Million 0.0% of portfolio
331
Q1 2020 Reduced 26.61%
$0
$9.5 Million 0.0% of portfolio
325
Q1 2020 New
$0
$9.37 Million 0.0% of portfolio
250
Q1 2024 New
$0
$9.34 Million 0.0% of portfolio
72
Q1 2025 Added 75.61%
$0
$8.58 Million 0.0% of portfolio
165
Q3 2022 New
$0
$8.15 Million 0.0% of portfolio
70
Q1 2025 New
$0
$8.11 Million 0.0% of portfolio
76
Q3 2024 Added 2.7%
$0
$7.74 Million 0.0% of portfolio
41
Q1 2025 New
$0
$7.48 Million 0.0% of portfolio
94
Q3 2024 Added 20.51%
$0
$7.4 Million 0.0% of portfolio
404
Q1 2024 Added 0.25%
$0
$7.2 Million 0.0% of portfolio
72
Q2 2022 Reduced 17.24%
$0
$6.62 Million 0.0% of portfolio
340
Q1 2025 New
$0
$6.35 Million 0.0% of portfolio
90
Q1 2024 Added 200.0%
$0
$6.2 Million 0.0% of portfolio
235
Q2 2024 Reduced 3.29%
$0
$6.02 Million 0.0% of portfolio
277
Q4 2024 Reduced 6.42%
$0
$5.72 Million 0.0% of portfolio
200
Q1 2018 New
$0
$5.68 Million 0.0% of portfolio
225
Q3 2024 New
$0
$5.45 Million 0.0% of portfolio
115
Q2 2023 New
$0
$5.1 Million 0.0% of portfolio
254
Q2 2024 Reduced 30.6%
$0
$5.06 Million 0.0% of portfolio
135
Q1 2025 New
$0
$5.05 Million 0.0% of portfolio
265
Q4 2024 Reduced 17.19%
$15.8B
$4.65 Million 0.0% of portfolio
150
Q2 2024 Reduced 40.0%
$0
$4.62 Million 0.0% of portfolio
59
Q2 2023 New
$0
$4.16 Million 0.0% of portfolio
28
Q1 2025 New
$0
$4.1 Million 0.0% of portfolio
45
Q3 2023 New
$0
$4.07 Million 0.0% of portfolio
103
Q1 2025 Reduced 67.09%
$0
$3.79 Million 0.0% of portfolio
120
Q1 2022 New
$0
$3.23 Million 0.0% of portfolio
20
Q1 2025 New
$0
$2.74 Million 0.0% of portfolio
13
Q3 2022 Reduced 27.78%
$0
$2.5 Million 0.0% of portfolio
82
Q1 2025 New
$0
$2.19 Million 0.0% of portfolio
39
Q1 2025 New
$0
$1.93 Million 0.0% of portfolio
21
Q2 2023 Reduced 47.5%
$0
$1.47 Million 0.0% of portfolio
43
Q4 2023 New
$0
$1.47 Million 0.0% of portfolio
41
Q4 2023 New
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