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 |
---|---|---|---|---|---|---|---|---|---|
Spark Energy Inc | COM | 2351 | $953 | 152 | 0.00 | 152 | +Inf | 03-31-2020 | |
Japan Airlines Co Ltd ADR | ADR | 2352 | $931 | 53 | 0.00 | 53 | +Inf | 03-31-2019 | |
Kopin Corp | COM | Liquidated | $0 | 0 | 0.00 | 510 | +Inf | 06-30-2024 | |
CVR Partners LP | LTD | 2354 | $905 | 104 | 0.00 | 104 | +Inf | 09-30-2020 |