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 |
|---|---|---|---|---|---|---|---|---|---|
| Etfis Ser TR I InfraCap MLP ETF | EX TRD EQ FD | 501 | $363,735 | 8,850 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| Regeneron Pharms Inc | COM | 502 | $361,554 | 344 | 0.00 | 0.00 | -2 | -0.58 | 06-30-2024 |
| Huntington Bancshs | COM | 503 | $357,391 | 26,801 | 0.00 | 0.00 | -528 | -1.93 | 06-30-2024 |
| Ishs MSCI Emerg MRKT Min Vol FCT ETF | EX TRD EQ FD | 504 | $349,839 | 6,115 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
