Bartlett & CO. Wealth Management LLC Has $4.43 Million

Bartlett & CO. Wealth Management LLC Has $4.43 Million

3 weeks from now

Jan 24, 2025  · Bartlett & CO. Wealth Management LLC decreased its stake in The Williams Companies, Inc. (NYSE:WMB - Free Report) by 5.5% during the 4th quarter, according to its …

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BARTLETT & COMPANY . WEALTH MANAGEMENT LLC

3 weeks from now

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 Has $14.03 Million

3 weeks from now

Jan 25, 2025  · Bartlett & CO. Wealth Management LLC trimmed its position in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 1.8% in the fourth quarter, according to the company in …

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Bartlett & CO. Wealth Management LLC Has $104.83 Million Stake …

3 weeks from now

Jan 23, 2025  · Bartlett & CO. Wealth Management LLC increased its stake in Accenture plc (NYSE:ACN - Free Report) by 1.5% in the 4th quarter, according to its most recent 13F filing …

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

3 weeks from now

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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Bartlett & CO. Wealth Management LLC Has $1.55 Million Stock …

3 weeks from now

Jan 24, 2025  · Bartlett & CO. Wealth Management LLC trimmed its position in Wells Fargo & Company (NYSE:WFC) by 3.6% in the fourth quarter, according to its most recent Form 13F …

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Bartlett & CO. Wealth Management LLC Has $44,000 ... - ETF Daily …

3 weeks from now

Jan 26, 2025  · Bartlett & CO. Wealth Management LLC boosted its stake in Global X U.S. Infrastructure Development ETF (BATS:PAVE – Free Report) by 102.0% in the fourth quarter, …

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Bartlett & Co. Wealth Management Review 2025 - Investor.com

3 weeks from now

Oct 16, 2024  · Bartlett & Co. Wealth Management, registered in 2018, serves 49 state(s) with a licensed staff of 32 advisors. Bartlett & Co. Wealth Management manages $8.4 billion and …

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Bartlett & CO. Wealth Management LLC Has $6.39 Million

3 weeks from now

Jan 23, 2025  · Bartlett & CO. Wealth Management LLC trimmed its stake in Starbucks Co. (NASDAQ:SBUX - Free Report) by 6.5% in the fourth quarter, according to its most recent …

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

3 weeks from now

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 Sells 1,035 Shares Of …

3 weeks from now

Jan 26, 2025  · Read Our Latest Analysis on ALB. Albemarle Stock Down 1.2 %. Shares of NYSE ALB opened at $88.71 on Friday. Albemarle Co. has a 52-week low of $71.97 and a 52-week …

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Bartlett & CO. Wealth Management LLC Has $8.50 Million Stock …

3 weeks from now

Jan 23, 2025  · Bartlett & CO. Wealth Management LLC cut its holdings in United Parcel Service, Inc. (NYSE:UPS - Free Report) by 6.9% in the fourth quarter, according to its most recent …

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Top 10 Financial Advisors In New Jersey | SmartAsset.com

3 weeks from now

Circle Wealth Management, LLC Find an Advisor. Read Review. $10,174,361,288: $30,000,000: Financial planning; ... There is a $30 million account minimum. Circle Wealth Management …

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Bartlett & CO. Wealth Management LLC Has $9.24 Million Stake In ...

3 weeks from now

Jan 23, 2025  · Bartlett & CO. Wealth Management LLC decreased its holdings in Rockwell Automation, Inc. (NYSE:ROK - Free Report) by 3.8% during the fourth quarter, according to its …

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Bartlett & CO. Wealth Management LLC Has $78.79 Million

3 weeks from now

Jan 23, 2025  · Bartlett & CO. Wealth Management LLC grew its stake in shares of Intuit Inc. (NASDAQ:INTU - Free Report) by 3.3% in the fourth quarter, according to its most recent …

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