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 |
|---|---|---|---|---|---|---|---|---|---|
| Match Group Inc New | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -115 | -2.49 | 06-30-2024 |
| iShares Expanded Tech STW SCTR ETF | EX TRD EQ FD | 652 | $162,503 | 1,870 | 0.00 | 0.00 | -255 | -12.00 | 06-30-2024 |
| iShares iBoxx Invt Grade Bond ETF | ETF FI | 653 | $160,787 | 1,501 | 0.00 | 0.00 | 30 | 2.04 | 06-30-2024 |
| Vanguard Mid Cap Value ETF | EX TRD EQ FD | 654 | $159,333 | 1,053 | 0.00 | 0.00 | 3 | 0.29 | 06-30-2024 |
