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 |
|---|---|---|---|---|---|---|---|---|---|
| IAC/Interactivecorp New Com New | COM | 751 | $110,332 | 2,355 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| iShares US Oil & Gas Explorati | ETF | 752 | $108,776 | 1,940 | 0.00 | 1,940 | +Inf | 06-30-2019 | |
| Mid-America Apartment Communities Inc | COM | 753 | $106,958 | 750 | 0.00 | 0.00 | -300 | -28.57 | 06-30-2024 |
| Regency Centers Corp | COM | 754 | $100,592 | 1,600 | 0.00 | 0.00 | -500 | -23.81 | 06-30-2024 |
