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 |
|---|---|---|---|---|---|---|---|---|---|
| iShares Dow Jones US Real Estate ETF | EX TRD EQ FD | 1451 | $17,548 | 200 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| Live Oak Bancshares | COM | 1452 | $17,530 | 500 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| Rush Street Interactive, Class A | COM | 1453 | $17,448 | 2,400 | 0.00 | 2,400 | +Inf | 03-31-2022 | |
| iShares Global Infrastructure | EX TRD EQ FD | 1454 | $17,012 | 355 | 0.00 | 355 | +Inf | 06-30-2024 |
