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
Sumitomo Mitsui Financial Grou ADR 2401 $576 82 0.00 82 +Inf 03-31-2019
Aurora Cannabis Inc COM 2402 $56 12 0.00 12 +Inf 09-30-2020
Lions Gate Entertainment CL B COM 2403 $557 48 0.00 48 +Inf 06-30-2019
Professional Diversity Network Inc COM 2404 $555 125 0.00 125 +Inf 03-31-2023
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