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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P Regional Banking ETF | ETF | 1701 | $15,378 | 431 | 0.00 | 0.00 | -324 | -42.91 | 09-30-2020 |
| Modine Manufacturing | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| iShares Aaa - A Rated Corp Bond ETF | ETF FI | Liquidated | $0 | 0 | 0.00 | 200 | +Inf | 06-30-2024 | |
| Beyond Air Inc | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
