Number of Shares
198,567.00
Current Holdings Value*
$70.89 Mil
% of Portfolio
0.99%
Total Estimate Gain
$24.58 Mil
% of Total Estimate Gain
39.96%

BARTLETT & CO. WEALTH MANAGEMENT LLC's Eaton Corp PLC Holding Summary

As of 2025-03-31, BARTLETT & CO. WEALTH MANAGEMENT LLC held 198,567.00 shares of Eaton Corp PLC(ETN), totaling $70.89 Mil. This investment constitutes 0.99% of their stock portfolio, and BARTLETT & CO. WEALTH MANAGEMENT LLC now holds 0.05% of the outstanding Eaton Corp PLC(ETN) stock.

The initial trade took place in 2019Q1. And since then BARTLETT & CO. WEALTH MANAGEMENT LLC has made 3 purchases of ETN, at an average price of $202.40, for a total of 303,877.00 shares. In addition, there have been 22 sales at an average price of $103.48 for 105,310.00 shares. Based on historical transaction data and ETN's current price of $378.62, BARTLETT & CO. WEALTH MANAGEMENT LLC's estimated gain on his ETN holdings is $24.58 Mil, reflecting a 39.96% gain to date.

BARTLETT & CO. WEALTH MANAGEMENT LLC ETN ($378.62) Holding Chart

BARTLETT & CO. WEALTH MANAGEMENT LLC ETN ($378.62) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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