Bartlett & Co. Wealth Management LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-24
- Total Holdings
- 1,229
- Total Value
- 6327103133
- Accession Number
- 0002010186-25-000002
- Form Type
- 13F-HR
- CIK
- 0002010186
- Manager Name
- Bartlett & Co. Wealth Management LLC
Data Enrichment
79% identified966 identified263 unidentified
Holdings
1,229 positions
Manager:
Search and click to pin securities to the top
Page 12 of 62
03073E105
Shares:
4648(-3.7%)
Value:
$1.3B(+19.2%)
464287556
Shares:
9322(+0.0%)
Value:
$1.2B(-3.3%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
4.7K | All Managers (Combined) | $1.4M | |||
16.6K | QoQ +0.01% (+3) | All Managers (Combined) | $1.4M | ||
12.0K | QoQ -0.79% (-96)YoY +4.60% (+528) | All Managers (Combined) | $1.4M | ||
12.3K | QoQ +1.64% (-199)YoY +0.64% (-79) | All Managers (Combined) | $1.4M | ||
Metlife Inc(METcusip59156R108) | 17.1K | QoQ +0.08% (-14) | All Managers (Combined) | $1.4M | |
2.8K | QoQ -2.46% (-70)YoY -7.88% (-237) | All Managers (Combined) | $1.4M | ||
Donaldson Co Inc(DCIcusip257651109) | 20.2K | QoQ 0.00% (-0) | All Managers (Combined) | $1.4M | |
12.6K | QoQ +1.88% (-233)YoY +3.85% (-468) | All Managers (Combined) | $1.3M | ||
(cusip03073E105)✕ | 4.6K | All Managers (Combined) | $1.3M | ||
2.7K | YoY -1.60% (-44) | All Managers (Combined) | $1.3M | ||
40.4K | All Managers (Combined) | $1.3M | |||
20.6K | All Managers (Combined) | $1.2M | |||
42.6K | All Managers (Combined) | $1.2M | |||
24.0K | All Managers (Combined) | $1.2M | |||
(cusip464287556)✕ | 9.3K | QoQ 0.00% (-0)YoY -2.77% (-266) | All Managers (Combined) | $1.2M | |
33.6K | All Managers (Combined) | $1.1M | |||
25.2K | All Managers (Combined) | $1.1M | |||
3.3K | QoQ +0.40% (+13)YoY +1.52% (+49) | All Managers (Combined) | $1.1M | ||
18.7K | All Managers (Combined) | $1.1M | |||
Cme Group Inc.(CMEcusip12572Q105) | 4.1K | QoQ -2.70% (-114)YoY -2.70% (-114) | All Managers (Combined) | $1.1M |