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 |
---|---|---|---|---|---|---|---|---|---|
Sangamo Therapeutics Inc | COM | 2051 | $3,486 | 600 | 0.00 | 600 | +Inf | 03-31-2022 | |
Fluor Corp New | COM | 2052 | $3,484 | 80 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
Dollar General Corp | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
Dolby Laboratories Inc | COM | 2054 | $3,230 | 50 | 0.00 | 50 | +Inf | 06-30-2019 |