Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BARTLETT & CO WEALTH MANAGEMENT LLC | 06-12-2024 | 06-30-2024 | 1139 | 6,590,673,951 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Cincinnati Finl | COM | 101 | $13,671,442 | 114,958 | 0.00 | 0.00 | -920 | -0.79 | 06-30-2024 |
| iShares Russell Mid Cap Growth ETF | EX TRD EQ FD | 102 | $13,508,303 | 122,413 | 0.00 | 0.00 | -3,776 | -2.99 | 06-30-2024 |
| Home Depot Inc | COM | 103 | $13,018,604 | 37,818 | 0.00 | 0.00 | 1,263 | 3.46 | 06-30-2024 |
| Novartis AG F Sponsored ADR | ADR | 104 | $12,953,627 | 121,676 | 0.00 | 0.00 | -17,402 | -12.51 | 06-30-2024 |
