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:
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Page 32 of 62
46138G698
Shares:
574
Value:
$57.0M
72201R775
Shares:
605(+0.0%)
Value:
$55.9M(+1.8%)
97717W588
Shares:
939
Value:
$55.7M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
1.8K | QoQ +0.33% (+6) | All Managers (Combined) | $58.8K | ||
160 | All Managers (Combined) | $58.6K | |||
452 | All Managers (Combined) | $58.4K | |||
426 | YoY NEW(+426) | All Managers (Combined) | $58.3K | YoY NEW(+$58.3K) | |
Ennis, Inc.(EBFcusip293389102) | 2.9K | All Managers (Combined) | $57.7K | ||
1.3K | All Managers (Combined) | $57.4K | |||
(cusip46138G698)✕ | 574 | QoQ NEW(+574) YoY NEW(+574) | All Managers (Combined) | $57.0K | QoQ NEW(+$57.0K) YoY NEW(+$57.0K) |
611 | QoQ 0.00% (-0)YoY NEW(+611) | All Managers (Combined) | $56.4K | YoY NEW(+$56.4K) | |
4.5K | QoQ 0.00% (+0) | All Managers (Combined) | $56.3K | ||
1.8K | QoQ 0.00% (-0) | All Managers (Combined) | $56.2K | ||
(cusip72201R775)✕ | 605 | QoQ 0.00% (+0) | All Managers (Combined) | $55.9K | |
1.1K | All Managers (Combined) | $55.9K | |||
(cusip97717W588)✕ | 939 | QoQ NEW(+939) YoY NEW(+939) | All Managers (Combined) | $55.7K | QoQ NEW(+$55.7K) YoY NEW(+$55.7K) |
477 | QoQ +3.92% (-18)YoY +3.92% (+18) | All Managers (Combined) | $55.2K | ||
4.8K | All Managers (Combined) | $54.1K | |||
1.2K | All Managers (Combined) | $53.8K | |||
407 | All Managers (Combined) | $53.8K | |||
1.2K | All Managers (Combined) | $53.7K | |||
1.4K | QoQ 0.00% (+0)YoY +2.80% (-37) | All Managers (Combined) | $53.1K | ||
801 | QoQ +0.12% (-1) | All Managers (Combined) | $52.9K |