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 |
|---|---|---|---|---|---|---|---|---|---|
| WW Grainger Inc | COM | 351 | $1,018,629 | 1,129 | 0.00 | 0.00 | -1 | -0.09 | 06-30-2024 |
| iShares US Healthcare ETF | EX TRD EQ FD | 352 | $1,003,174 | 16,373 | 0.00 | 0.00 | -412 | -2.45 | 06-30-2024 |
| iShares Select Dividend ETF | EX TRD EQ FD | 353 | $971,348 | 8,029 | 0.00 | 0.00 | 481 | 6.37 | 06-30-2024 |
| Sherwin Williams Co | COM | 354 | $966,018 | 3,237 | 0.00 | 0.00 | 27 | 0.84 | 06-30-2024 |
