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
Invesco S&P Global Water Index ETF 2251 $1,737 42 0.00 42 +Inf 09-30-2020
Invsc S P Midcap 400 Pure Value ETF EX TRD EQ FD 2252 $1,564 14 0.00 0.00 -38 -73.08 06-30-2024
aviva adr reptg two ord shs ADR 2253 $1,535 142 0.00 142 +Inf 03-31-2019
Barclays PLC ADR 2254 $1,504 188 0.00 188 +Inf 03-31-2019
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6