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Destiny Tech100 shares owned by Bartlett & Co. Wealth Management

Quarter-by-quarter ownership of Destiny Tech100 (DXYZ) shares owned by Bartlett & Co. Wealth Management from 13F filings

Historical chart of Bartlett & Co. Wealth Management investment in Destiny Tech100

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All positions including Destiny Tech100 held by Bartlett & Co. Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Destiny Tech100 by Bartlett & Co. Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $30k 3.0k 9.95
2024-06-30 $46k 3.0k 15.22

More positions owned by Bartlett & Co. Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Inc Class C cs (GOOG)
Procter & Gamble Company (PG)
Berkshire Hathaway (BRK.B)
Vanguard S&P 500 ETF Ex Trd Eq Fd (VOO)
MasterCard Incorporated (MA)
JPMorgan Chase & Co. (JPM)
Lowe's Companies (LOW)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
TJX Companies (TJX)
Abbott Laboratories (ABT)
Amgen (AMGN)
Thermo Fisher Scientific (TMO)

View all positions for Bartlett & Co. Wealth Management

Top funds holding Destiny Tech100

Commonwealth Equity Services
Morgan Stanley
Cambridge Investment Research Advisors
Advisory Services Network
Evanson Asset Management
Atomi Financial Group
HPM Partners
Verity Asset Management
Visionary Wealth Advisors
Virtu Financial
Strategy Asset Managers
Advisor Group Holdings
Bartlett & Co. Wealth Management
Wells Fargo & Company
Asset Dedication

View all funds holding Destiny Tech100