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 |
|---|---|---|---|---|---|---|---|---|---|
| iShares Core 1 5 Year Usd Bond ETF | ETF FI | 951 | $62,528 | 1,320 | 0.00 | 0.00 | -20 | -1.49 | 06-30-2024 |
| Carrefour SA ADR | ADR | 952 | $62,400 | 19,200 | 0.00 | 19,200 | +Inf | 09-30-2020 | |
| Southwest Airlines | COM | 953 | $62,262 | 2,156 | 0.00 | 0.00 | -1,000 | -31.69 | 06-30-2024 |
| Dr. Reddy Laboratories | ADR | 954 | $81,037 | 1,165 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2020 |
