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

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

3 weeks from now

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

3 weeks from now

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

3 weeks from now

Jan 26, 2025  · Bartlett & CO. Wealth Management LLC’s holdings in Global X U.S. Infrastructure Development ETF were worth $44,000 as of its most recent SEC filing.

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Bartlett & CO. Wealth Management LLC Sells 50 Shares Of Gartner, …

3 weeks from now

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 Acquires 3,560 Shares

3 weeks from now

Jan 23, 2025  · Bartlett & CO. Wealth Management LLC raised its holdings in General Dynamics Co. (NYSE:GD - Free Report) by 2.5% during the 4th quarter, according to its most recent …

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

3 weeks from now

Jan 23, 2025  · The fund owned 297,999 shares of the information technology services provider's stock after purchasing an additional 4,524 shares during the period. Accenture accounts for …

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

3 weeks from now

Jan 23, 2025  · The fund owned 250,845 shares of the CRM provider's stock after acquiring an additional 4,654 shares during the quarter. Salesforce comprises about 1.2% of Bartlett & CO. …

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