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 |
|---|---|---|---|---|---|---|---|---|---|
| iShares Usd Green Bond ETF | ETF FI | 1901 | $5,352 | 115 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| Vanguard Energy ETF | EX TRD EQ FD | 1902 | $5,269 | 41 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| Ions Pharmaceuticals | COM | 1903 | $5,206 | 81 | 0.00 | 81 | +Inf | 06-30-2019 | |
| National Australia Bank Ltd AD | ADR | 1904 | $5,156 | 800 | 0.00 | 800 | +Inf | 09-30-2020 |
