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 54 of 62
316092873
Shares:
39
Value:
$2.2M
02072L433
Shares:
73
Value:
$2.1M
00183L201
Shares:
131
Value:
$2.0M
78468R663
Shares:
21(+0.0%)
Value:
$1.9M(+0.3%)
852234103
Shares:
33
Value:
$1.8M
19423L524
Shares:
57
Value:
$1.7M
19423L722
Shares:
69
Value:
$1.6M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip316092873)✕ | 39 | QoQ NEW(+39) YoY NEW(+39) | All Managers (Combined) | $2.2K | QoQ NEW(+$2.2K) YoY NEW(+$2.2K) |
21 | QoQ NEW(+21) YoY NEW(+21) | All Managers (Combined) | $2.2K | QoQ NEW(+$2.2K) YoY NEW(+$2.2K) | |
(cusip02072L433)✕ | 73 | QoQ NEW(+73) YoY NEW(+73) | All Managers (Combined) | $2.1K | QoQ NEW(+$2.1K) YoY NEW(+$2.1K) |
77 | All Managers (Combined) | $2.1K | |||
(cusip00183L201)✕ | 131 | QoQ NEW(+131) YoY NEW(+131) | All Managers (Combined) | $2.0K | QoQ NEW(+$2.0K) YoY NEW(+$2.0K) |
105 | QoQ +5.00% (-5)YoY +5.00% (-5) | All Managers (Combined) | $2.0K | ||
150 | QoQ NEW(+150) YoY NEW(+150) | All Managers (Combined) | $2.0K | QoQ NEW(+$2.0K) YoY NEW(+$2.0K) | |
(cusip78468R663)✕ | 21 | All Managers (Combined) | $1.9K | QoQ +0.31% (+$6)YoY -0.10% (-$2) | |
200 | QoQ 0.00% (+0)YoY NEW(+200) | All Managers (Combined) | $1.9K | YoY NEW(+$1.9K) | |
7 | QoQ 0.00% (+0)YoY NEW(+7) | All Managers (Combined) | $1.9K | YoY NEW(+$1.9K) | |
30 | QoQ NEW(+30) YoY NEW(+30) | All Managers (Combined) | $1.9K | QoQ NEW(+$1.9K) YoY NEW(+$1.9K) | |
115 | All Managers (Combined) | $1.9K | QoQ +3.63% (+$65)YoY +0.37% (+$7) | ||
500 | QoQ NEW(+500) YoY NEW(+500) | All Managers (Combined) | $1.8K | QoQ NEW(+$1.8K) YoY NEW(+$1.8K) | |
63 | All Managers (Combined) | $1.8K | |||
50 | QoQ NEW(+50) YoY NEW(+50) | All Managers (Combined) | $1.8K | QoQ NEW(+$1.8K) YoY NEW(+$1.8K) | |
225 | All Managers (Combined) | $1.8K | |||
(cusip852234103)✕ | 33 | QoQ NEW(+33) YoY NEW(+33) | All Managers (Combined) | $1.8K | QoQ NEW(+$1.8K) YoY NEW(+$1.8K) |
100 | All Managers (Combined) | $1.8K | |||
(cusip19423L524)✕ | 57 | QoQ NEW(+57) YoY NEW(+57) | All Managers (Combined) | $1.7K | QoQ NEW(+$1.7K) YoY NEW(+$1.7K) |
(cusip19423L722)✕ | 69 | QoQ NEW(+69) YoY NEW(+69) | All Managers (Combined) | $1.6K | QoQ NEW(+$1.6K) YoY NEW(+$1.6K) |