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 |
|---|---|---|---|---|---|---|---|---|---|
| Sysco Corp | COM | 151 | $6,474,284 | 90,689 | 0.00 | 0.00 | -2,150 | -2.32 | 06-30-2024 |
| Starbucks Corp | COM | 152 | $6,280,500 | 80,674 | 0.00 | 0.00 | -21,821 | -21.29 | 06-30-2024 |
| iShares TRT Is 5 10 Inv GR CR BD ETF | ETF FI | 153 | $6,232,652 | 121,589 | 0.00 | 0.00 | -4,696 | -3.72 | 06-30-2024 |
| Schwab US Large Cap ETF | EX TRD EQ FD | 154 | $6,104,508 | 94,708 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
