Bartlett & CO. Wealth Management LLC Buys 4,654 Shares of

Jan 23, 2025 · Bartlett & CO. Wealth Management LLC increased its stake in shares of Salesforce, Inc. (NYSE:CRM - Free Report) by 1.9% in the fourth quarter, according to the …

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Bartlett & CO. Wealth Management LLC Buys 4,654 Shares Of

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Jan 23, 2025 · Bartlett & CO. Wealth Management LLC increased its stake in shares of Salesforce, Inc. (NYSE:CRM - Free Report) by 1.9% in the fourth quarter, according to the …

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BARTLETT & COMPANY . WEALTH MANAGEMENT LLC

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Bartlett & Company . Wealth Management is a large advisory firm with 2207 clients and discretionary assets under management (AUM) of $8,402,759,807 (Form ADV from 2024-03 …

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Bartlett & CO. Wealth Management LLC Boosts Stock Holdings

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Jan 25, 2025 · Bartlett & CO. Wealth Management LLC grew its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 0.1% during the 4th quarter, according to its most recent …

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BARTLETT & CO. WEALTH MANAGEMENT LLC - 13f.info

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Oct 17, 2024 · Bartlett & Co. Wealth Management LLC reported 1,129 holdings with total value $6.89 B as of Q4 2024. Top holdings included AAPL, MSFT, GOOG, PG, and BRK-B. …

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Annaly Capital Management, Inc. (NYSE:NLY) Shares Acquired By …

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Jan 26, 2025 · Bartlett & CO. Wealth Management LLC lifted its stake in Annaly Capital Management, Inc. (NYSE:NLY – Free Report) by 68.1% during the fourth quarter, according to …

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Bartlett & CO. Wealth Management LLC Buys 486 Shares Of …

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Jan 26, 2025 · Bartlett & CO. Wealth Management LLC lifted its position in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA – Free Report) by 100.0% during the 4th …

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Bartlett & CO. Wealth Management LLC Purchases 4,414 Shares Of …

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Jan 23, 2025 · Bartlett & CO. Wealth Management LLC raised its position in shares of Chubb Limited (NYSE:CB - Free Report) by 1.9% in the fourth quarter, according to the company in …

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Bartlett & CO. Wealth Management LLC Boosts Position In

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Jan 26, 2025 · Bartlett & CO. Wealth Management LLC lifted its holdings in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 5.5% in the fourth quarter, according to its most recent …

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ASML Holding (NASDAQ:ASML) Shares Bought By Bartlett & CO.

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Jan 23, 2025 · Bartlett & CO. Wealth Management LLC lifted its holdings in ASML Holding (NASDAQ:ASML - Free Report) by 3.5% during the fourth quarter, according to the company …

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Bartlett & CO. Wealth Management LLC Purchases 3,847 Shares Of …

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Jan 23, 2025 · Bartlett & CO. Wealth Management LLC boosted its position in shares of Oracle Co. (NYSE:ORCL - Free Report) by 9.6% in the 4th quarter, according to its most recent filing …

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Amgen Inc. (NASDAQ:AMGN) Shares Sold By Bartlett & CO.

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Jan 23, 2025 · Bartlett & CO. Wealth Management LLC decreased its position in Amgen Inc. (NASDAQ:AMGN - Free Report) by 2.2% in the 4th quarter, according to the company in its …

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