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 |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Internatnl HGH DIV YLD ETF | EX TRD EQ FD | 301 | $1,371,011 | 20,006 | 0.00 | 0.00 | -10,472 | -34.36 | 06-30-2024 |
| iShares MSCI Emerging Markets ETF | EX TRD EQ FD | 302 | $1,364,285 | 32,033 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| Wells Fargo & Co | COM | 303 | $1,349,875 | 22,729 | 0.00 | 0.00 | -604 | -2.59 | 06-30-2024 |
| Micron Technology | COM | 304 | $1,328,193 | 10,098 | 0.00 | 0.00 | -196 | -1.90 | 06-30-2024 |
