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 |
|---|---|---|---|---|---|---|---|---|---|
| Elf Beauty Inc | COM | 1751 | $8,237 | 75 | 0.00 | 75 | +Inf | 09-30-2023 | |
| Global X Cannabis ETF | EX TRD EQ FD | 1752 | $8,190 | 1,500 | 0.00 | 1,500 | +Inf | 03-31-2022 | |
| Invesco FTSE Rafi Developed Markets | EX TRD EQ FD | 1753 | $8,032 | 165 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| WisdomTree US Quality Dividend | ETF | 1754 | $8,015 | 206 | 0.00 | 206 | +Inf | 03-31-2020 |
