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 |
|---|---|---|---|---|---|---|---|---|---|
| Vici Properties Inc | COM | 551 | $292,671 | 10,073 | 0.00 | 0.00 | -1,000 | -9.03 | 06-30-2024 |
| SPDR S&P Biotech ETF | EX TRD EQ FD | 552 | $289,255 | 3,120 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| iShares ESG Advanced TTL USD BND ETF | ETF FI | 553 | $287,723 | 6,762 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| Fastenal Co | COM | 554 | $286,550 | 4,560 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
