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 |
|---|---|---|---|---|---|---|---|---|---|
| First Trust Financials AlphaDE | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
| Denali Therapeutics I N | COM | 1202 | $30,780 | 1,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DRXN Daily Healthcre Bull 3X SHS ETF | EX TRD EQ FD | Liquidated | $30,735 | 245 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| First Trust Ise Water Index ETF | EX TRD EQ FD | Liquidated | $30,630 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
