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 |
|---|---|---|---|---|---|---|---|---|---|
| First Citizens BKSH Class A | COM | 401 | $681,862 | 405 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| Everest Group, Ltd. | COM | 402 | $665,642 | 1,747 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| Vanguard Consumer Discretionary ETF | EX TRD EQ FD | 403 | $659,799 | 2,108 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| Blackstone Group Inc | COM | 404 | $655,273 | 5,293 | 0.00 | 0.00 | -377 | -6.65 | 06-30-2024 |
