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 |
|---|---|---|---|---|---|---|---|---|---|
| Neuberger Berman Municip | ETF FI | 1401 | $19,734 | 1,878 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Fidelity Blue Chip Growth ETF | ETF | 1402 | $19,688 | 800 | 0.00 | 800 | +Inf | 09-30-2020 | |
| Repare Therapeutics In F | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| Abiomed Inc | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -40 | -100.00 | 03-31-2022 |
