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 |
|---|---|---|---|---|---|---|---|---|---|
| First Trust Large Cap Growth A | ETF | 1851 | $6,206 | 81 | 0.00 | 81 | +Inf | 06-30-2020 | |
| Goldman Sachs Just US LRG CP Eq ETF | EX TRD EQ FD | 1852 | $6,094 | 78 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| Invesco FTSE Rafi Emerging Markets ETF | EX TRD EQ FD | 1853 | $5,994 | 296 | 0.00 | 0.00 | -483 | -62.00 | 06-30-2024 |
| SPDR Portfolio TIPS ETF | ETF FI | 1854 | $5,974 | 235 | 0.00 | 0.00 | -8 | -3.29 | 06-30-2024 |
