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
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
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