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 |
|---|---|---|---|---|---|---|---|---|---|
| Royalty Pharma PLC F Class A | COM | Liquidated | $0 | 0 | 0.00 | 95 | +Inf | 06-30-2024 | |
| Eaton Vance Limited Duration I | ETF | 2102 | $2,884 | 255 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2020 |
| BlackRock Science and Technolo | ETF | 2103 | $3,229 | 75 | 0.00 | 75 | +Inf | 09-30-2020 | |
| Pitney-Bowes Inc | COM | 2104 | $2,742 | 600 | 0.00 | 600 | +Inf | 09-30-2019 |
