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 |
|---|---|---|---|---|---|---|---|---|---|
| Churchill Downs Inc | COM | 1051 | $49,500 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Gentex Corp | COM | Liquidated | $48,762 | 1,350 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Annaly Cap MGMT Inc PFD Ser I Fixed/FLTG 2425 Perp MTY | PFD | Liquidated | $0 | 0 | 0.00 | 2,000 | +Inf | 03-31-2024 | |
| Goldman Sachs ActiveBeta US La | ETF | Liquidated | $0 | 0 | 0.00 | 909 | +Inf | 03-31-2018 |
