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 |
---|---|---|---|---|---|---|---|---|---|
Joby Aviation Inc Com | COM | 2151 | $2,423 | 475 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
Nuance Communications, Inc. | COM | 2152 | $2,411 | 151 | 0.00 | 151 | +Inf | 06-30-2019 | |
Washington Real Estate Investo | COM | 2153 | $2,406 | 90 | 0.00 | 90 | +Inf | 06-30-2019 | |
Heineken NV ADR | ADR | 2154 | $2,396 | 43 | 0.00 | 43 | +Inf | 06-30-2019 |