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Advisor Managed Portfolios shares owned by Bartlett & Co. Wealth Management

Quarter-by-quarter ownership of Advisor Managed Portfolios (VWI) shares owned by Bartlett & Co. Wealth Management from 13F filings

Historical chart of Bartlett & Co. Wealth Management investment in Advisor Managed Portfolios

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All positions including Advisor Managed Portfolios 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 Advisor Managed Portfolios by Bartlett & Co. Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $11k 400 27.75
2024-06-30 $11k 400 26.63

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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

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