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 |
|---|---|---|---|---|---|---|---|---|---|
| Koninklijke Ahold Delhaize NV | ADR | 1001 | $60,445 | 2,040 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2020 |
| Teleflex Incorporate | COM | 1002 | $55,083 | 262 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| Kinetik Holdings Inc Class A | COM | 1003 | $53,872 | 1,300 | 0.00 | 0.00 | -1,025 | -44.09 | 06-30-2024 |
| Cleveland-Cliffs Inc | COM | 1004 | $53,865 | 3,500 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
