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 |
|---|---|---|---|---|---|---|---|---|---|
| Labcorp Holdings Inc | COM | 51 | $42,573,544 | 209,197 | 0.00 | 209,197 | +Inf | 06-30-2024 | |
| Vanguard Total Stock Market ETF | EX TRD EQ FD | 52 | $39,456,876 | 146,972 | 0.00 | 0.00 | 1,931 | 1.33 | 06-30-2024 |
| MC Cormick & Co Inc | COM | 53 | $38,248,294 | 539,164 | 0.00 | 0.00 | 17,674 | 3.39 | 06-30-2024 |
| iShares Core S&P Small Cap ETF | EX TRD EQ FD | 54 | $38,223,005 | 358,363 | 0.00 | 0.00 | 8,841 | 2.53 | 06-30-2024 |
