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 |
|---|---|---|---|---|---|---|---|---|---|
| Teranga Gold Corp | COM | 1051 | $54,955 | 5,211 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2020 |
| Hilton Worldwide | COM | 1052 | $47,349 | 217 | 0.00 | 0.00 | -6 | -2.69 | 06-30-2024 |
| Fortrea HLDGS Inc | COM | 1053 | $46,983 | 2,013 | 0.00 | 0.00 | -1,474 | -42.27 | 06-30-2024 |
| Wex Inc | COM | 1054 | $45,518 | 250 | 0.00 | 250 | +Inf | 06-30-2023 |
