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
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
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