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 |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Long Term Government Bond | ETF FI | 701 | $132,087 | 2,290 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| iShares Ibonds Dec 2024 TRM ETF | ETF FI | 702 | $128,791 | 5,125 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| Invesco Exchange (traded FD TR S&P 500 Garp Etf) | EX TRD EQ FD | 703 | $128,783 | 1,253 | 0.00 | 1,253 | +Inf | 06-30-2024 | |
| Invesco DWA Momentum ETF | ETF | 704 | $145,255 | 1,900 | 0.00 | 1,900 | +Inf | 09-30-2020 |
