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 MSCI India Small Cap ETF | EX TRD EQ FD | 2001 | $4,044 | 50 | 0.00 | 50 | +Inf | 06-30-2024 | |
| First Trust Preferred Sec ETF IV | ETF FI | 2002 | $3,990 | 250 | 0.00 | 250 | +Inf | 03-31-2023 | |
| iShares Silver Trust ETF IV | EX TRD EQ FD | 2003 | $3,986 | 150 | 0.00 | 0.00 | -100 | -40.00 | 06-30-2024 |
| iShares Broad USD High Yield C | ETF | 2004 | $3,750 | 95 | 0.00 | 95 | +Inf | 09-30-2020 |
