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 |
---|---|---|---|---|---|---|---|---|---|
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 |