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 |
|---|---|---|---|---|---|---|---|---|---|
| Versum Materials Inc | COM | 1101 | $42,979 | 812 | 0.00 | 812 | +Inf | 09-30-2019 | |
| iShares Ibnd Dec 2030 TRM Cop ETF IV | ETF FI | 1102 | $42,800 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ClearBridge Energy MLP & Midst | ETF | Liquidated | $0 | 0 | 0.00 | 3,797 | +Inf | 12-31-2021 | |
| Nordstrom Inc | COM | Liquidated | $42,567 | 2,100 | 0.00 | 0.00 | 2,000 | 2000.00 | 03-31-2024 |
