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 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
Deckers Outdoor Corp | COM | 1151 | $36,782 | 38 | 0.00 | 0.00 | 37 | 3700.00 | 06-30-2024 |
Ftai Fin Holdco LTD F | COM | 1152 | $36,647 | 355 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
iShares Micro Cap ETF | EX TRD EQ FD | 1153 | $35,910 | 315 | 0.00 | 0.00 | -30 | -8.70 | 06-30-2024 |
Marvell Technology Group Ltd | COM | 1154 | $35,060 | 1,000 | 0.00 | 1,000 | +Inf | 06-30-2020 |