Bartlett & Co. Wealth Management LLC Bank Of America Conv PFD Series L Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.34 Billion
  • Q3 2025
Number of Shares
2
Previous 2 -0.0%
Holding current value
$0
Previous $2.43 Million 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Feb 14, 2024
BUY
N/A
2 New
2 $2.45 Million
Q1 2022

Feb 14, 2024
BUY
N/A
0 New
0 $0
Track This Portfolio

Track Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email