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 |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Intl Divdend Aprectn ETF IV | EX TRD EQ FD | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| iShares MSCI Germany Index | ETF | 1802 | $7,253 | 249 | 0.00 | 249 | +Inf | 09-30-2020 | |
| Pioneer Floating Rate | ETF FI | 1803 | $7,245 | 750 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| FNFV Group | COM | 1804 | $7,228 | 148 | 0.00 | 148 | +Inf | 03-31-2022 |
