BARTLETT & CO. WEALTH MANAGEMENT LLC's ownership history for SRE


BARTLETT & CO. WEALTH MANAGEMENT LLC currently holds 15.7K shares with a market value of $1.4M. It started holding SRE on 2024-09-30. At its peak, it held 15.7K shares on 2025-09-30. Its highest holding value was $1.4M on 2025-09-30. At its lowest, it held 6.3K shares on 2024-09-30, with a value of $475.0K on 2025-03-31. In the recent 180 days, BARTLETT & CO. WEALTH MANAGEMENT LLC has increased its shares by 9.1K. In the recent year, BARTLETT & CO. WEALTH MANAGEMENT LLC has increased its shares by 9.4K.


BARTLETT & CO. WEALTH MANAGEMENT LLC's ownership history for SRE