Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BARTLETT & CO WEALTH MANAGEMENT LLC | 03-09-2024 | 03-31-2024 | 1130 | 6,499,609,412 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Microsoft Corp | COM | 1 | $415,877,574 | 988,464 | 0.01 | 0.01 | 5,581 | 0.57 | 03-31-2024 |
| Apple Inc | COM | 2 | $315,453,010 | 1,839,592 | 0.00 | 0.01 | -73,964 | -3.87 | 03-31-2024 |
| Alphabet Inc. Class C | COM | 3 | $217,660,086 | 1,429,529 | 0.00 | 0.00 | -8,861 | -0.62 | 03-31-2024 |
| Procter & Gamble Co | COM | 4 | $176,776,377 | 1,089,530 | 0.00 | 0.00 | 131,785 | 13.76 | 03-31-2024 |
