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 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
Atlassian | COM | 1951 | $4,599 | 26 | 0.00 | 26 | +Inf | 06-30-2024 | |
Ally Financial Inc | COM | 1952 | $4,565 | 105 | 0.00 | 105 | +Inf | 03-31-2022 | |
Amplify Alternative Harvest ETF | EX TRD EQ FD | 1953 | $4,542 | 1,368 | 0.00 | 1,368 | +Inf | 06-30-2024 | |
Invesco Bulletshares 2022 Corp | ETF | 1954 | $4,477 | 205 | 0.00 | 205 | +Inf | 09-30-2020 |