BCWM
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Bartlett & Co Wealth Management’s Evercore EVR Stock Holding History

Bartlett & Co Wealth Management’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$10.8K Hold
40
– – ﹤0.01% 911
2025
Q1 		$7.99K Hold
40
– – ﹤0.01% 934
2024
Q4 		$11.1K Buy
+40
New +$11.1K ﹤0.01% 900