Bartlett & Co’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Bartlett & Co’s Portfolio TECB Stock Details TECB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$67K	Buy	+1,552	New	+$60.4K	﹤0.01%	644

Other funds holding TECB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Bartlett & Co's TECB Position: Q4 2023 in Review

Bartlett & Co opened a new position in iShares US Tech Breakthrough Multisector ETF (TECB) in Q4 2023: 1,552 shares worth $67K. The stake represents ﹤0.01% of the portfolio and ranks #644 among its holdings.

53 funds tracked by Wall St. Rank hold TECB as of Q4 2023.

Bartlett & Co held 1,552 shares of iShares US Tech Breakthrough Multisector ETF worth $67K as of Q4 2023.
iShares US Tech Breakthrough Multisector ETF was a new Bartlett & Co position in Q4 2023.
iShares US Tech Breakthrough Multisector ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #644 holding.
53 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.