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 |
|---|---|---|---|---|---|---|---|---|---|
| Home Depot Inc | COM | 101 | $14,022,561 | 36,555 | 0.00 | 0.00 | 176 | 0.48 | 03-31-2024 |
| Novartis AG F Sponsored ADR | ADR | 102 | $13,895,373 | 139,078 | 0.00 | 0.00 | -11,968 | -7.92 | 03-31-2024 |
| United Parcel Service Class B | COM | 103 | $13,302,815 | 89,504 | 0.00 | 0.00 | -2,189 | -2.39 | 03-31-2024 |
| iShares MSCI EAFE ETF | EX TRD EQ FD | 104 | $12,699,816 | 159,026 | 0.00 | 0.00 | -7,340 | -4.41 | 03-31-2024 |
