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
Mullen Automotive Inc COM 2451 $263 2,000 0.00 2,000 +Inf 03-31-2023
Pennsylvania Real Estate Inves COM 2452 $260 40 0.00 40 +Inf 06-30-2019
Davita Healthcare Partners, In COM 2453 $217 4 0.00 4 +Inf 03-31-2019
Immunogen Inc COM 2454 $210 97 0.00 97 +Inf 06-30-2019
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