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 |
|---|---|---|---|---|---|---|---|---|---|
| Jacobs Solutions Inc | COM | 801 | $93,047 | 666 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| Steris PLC | COM | 802 | $92,768 | 450 | 0.00 | 450 | +Inf | 03-31-2022 | |
| Walgreens Boots Alliance | COM | 803 | $92,164 | 7,620 | 0.00 | 0.00 | -7,167 | -48.47 | 06-30-2024 |
| America Movil SAB F Sponsored ADR | ADR | 804 | $91,800 | 5,400 | 0.00 | 0.00 | -38 | -0.70 | 06-30-2024 |
