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 |
|---|---|---|---|---|---|---|---|---|---|
| Philip Morris Intl | COM | 201 | $3,739,566 | 36,437 | 0.00 | 0.00 | 4,101 | 12.68 | 06-30-2024 |
| Texas Pacific Land Corp | COM | 202 | $3,702,924 | 5,043 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| Schwab Emerging Markets Equity ETF | EX TRD EQ FD | 203 | $3,579,953 | 134,612 | 0.00 | 0.00 | -6,656 | -4.71 | 06-30-2024 |
| Target Corp | COM | 204 | $3,456,575 | 23,349 | 0.00 | 0.00 | -273 | -1.16 | 06-30-2024 |
