Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BARTLETT & CO LLC 01-08-2024 12-31-2023 1277 6,160,097,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
Calamos Strategic Total Return FD Com SH Ben Int EX TRD EQ FD 1351 $4,000 270 0.00 0.00 0 0.00 12-31-2023
iShares 20 PLS Year Treasury BND ETF ETF FI 1352 $4,000 45 0.00 0.00 0 0.00 12-31-2023
John Hancock Preferred Income III ETF FI Liquidated $0 0 0.00 0.00 0 0.00 12-31-2023
Fiverr Interntnl LTD F COM 1354 $4,000 125 0.00 0.00 0 0.00 12-31-2023
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