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 |
|---|---|---|---|---|---|---|---|---|---|
| Tenneco Inc | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,000 | +Inf | 12-31-2021 |
| Schwab Fundamental Intl SM Co ETF | EX TRD EQ FD | 1352 | $22,523 | 635 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR Blackstone/Gso Senior Loan | ETF FI | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| Vanguard FTSE Europe ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -988 | -85.32 | 12-31-2021 |
