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 |
|---|---|---|---|---|---|---|---|---|---|
| Brit Amer Tobacco F Sponsored ADR | ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| Smith A O | COM | 1302 | $24,534 | 300 | 0.00 | 0.00 | 100 | 50.00 | 06-30-2024 |
| FRST TRST Ise Rev NTRL GS Ind ETF | EX TRD EQ FD | 1303 | $23,652 | 900 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| Vanguard S&P Mid Cap 400 Value ETF | EX TRD EQ FD | 1304 | $23,469 | 268 | 0.00 | 0.00 | 100 | 59.52 | 06-30-2024 |
