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 |
|---|---|---|---|---|---|---|---|---|---|
| Versum Materials Inc | COM | 1101 | $42,979 | 812 | 0.00 | 812 | +Inf | 09-30-2019 | |
| Masterbrand Inc | COM | 1102 | $42,939 | 2,925 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| iShares Ibnd Dec 2030 TRM Cop ETF IV | ETF FI | 1103 | $42,520 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SPDR S&P 500 Growth | ETF | 1104 | $41,341 | 825 | 0.00 | 825 | +Inf | 09-30-2020 |
