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 |
|---|---|---|---|---|---|---|---|---|---|
| Neuberger Berman Municip | ETF FI | 1401 | $20,128 | 1,878 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| Fidelity Blue Chip Growth ETF | ETF | 1402 | $19,688 | 800 | 0.00 | 800 | +Inf | 09-30-2020 | |
| Incyte Corp | COM | 1403 | $19,398 | 320 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| Pioneer Floating Rate | ETF | 1404 | $19,125 | 2,500 | 0.00 | 2,500 | +Inf | 03-31-2020 |
