Bartlett & CO. Wealth Management LLC Has $4.75 Million Stock …

Jan 24, 2025 · Bartlett & CO. Wealth Management LLC reduced its holdings in Diageo plc (NYSE:DEO - Free Report) by 7.0% in the 4th quarter, according to the company in its most …

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Bartlett & CO. Wealth Management LLC Has $4.75 Million Stock …

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Jan 24, 2025 · Bartlett & CO. Wealth Management LLC reduced its holdings in Diageo plc (NYSE:DEO - Free Report) by 7.0% in the 4th quarter, according to the company in its most …

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Bartlett & CO. Wealth Management LLC Has $4.43 Million

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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

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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 Has $14.03 Million Stock …

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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 - 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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Bartlett & CO. Wealth Management LLC Decreases Stock Position …

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Jan 26, 2025 · Bartlett & CO. Wealth Management LLC decreased its holdings in shares of Conagra Brands, Inc. (NYSE:CAG – Free Report) by 28.0% during the fourth quarter, …

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

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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 $8.50 Million Stock …

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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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Bartlett & CO. Wealth Management LLC Sells 5,860 Shares Of …

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Jan 23, 2025 · Bartlett & CO. Wealth Management LLC reduced its stake in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 3.4% during the fourth quarter, Holdings Channel.com reports. …

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

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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 LLC Sells 50 Shares Of Gartner, …

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Jan 26, 2025 · Bartlett & CO. Wealth Management LLC trimmed its position in shares of Gartner, Inc. (NYSE:IT – Free Report) by 32.1% during the fourth quarter, according to its most recent …

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Bartlett & CO. Wealth Management LLC Has $6.39 Million Stock …

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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 Trims Stake In The Estée …

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Jan 26, 2025 · Nuance Investments LLC now owns 1,059,080 shares of the company’s stock worth $105,580,000 after buying an additional 972,799 shares during the last quarter. …

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

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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 Buys 486 Shares Of …

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Jan 26, 2025 · Schwab Fundamental U.S. Small Company Index ETF Stock Performance. FNDA opened at $30.71 on Friday. The stock’s 50 day moving average price is $30.72 and its 200 …

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Bartlett & CO. Wealth Management LLC Has $78.79 Million

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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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FAQs about Bartlett & CO. Wealth Management LLC Has $4.75 Million Stock … Coupon?

What is Bartlett Wealth Management?

Bartlett Wealth Management is a top-ranked firm in the FTAdviser Top 100 UK Financial Advisers Award 2021. They are known for their expertise in identifying the weaknesses in the private wealth management industry and addressing those issues. ...

Does Bartlett & co own Estée Lauder?

Bartlett & CO. Wealth Management LLC trimmed its position in The Estée Lauder Companies Inc. (NYSE:EL – Free Report) by 21.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 800 shares of the company’s stock after selling 224 shares during the quarter. Bartlett & CO. ...

Does Bartlett & co own Conagra Brands?

Bartlett & CO. Wealth Management LLC decreased its holdings in shares of Conagra Brands, Inc. (NYSE:CAG – Free Report) by 28.0% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 1,800 shares of the company’s stock after selling 700 shares during the period. Bartlett & CO. ...