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 |
|---|---|---|---|---|---|---|---|---|---|
| Schwab Funda Emg MKTS Large Com ETF | EX TRD EQ FD | Liquidated | $17,655 | 636 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| iShares Global Clean Energy ETF | EX TRD EQ FD | Liquidated | $0 | 0 | 0.00 | 0.00 | -250 | -100.00 | 09-30-2023 |
| Rush Street Interactive, Class A | COM | 1453 | $17,448 | 2,400 | 0.00 | 2,400 | +Inf | 03-31-2022 | |
| iShares MSCI EAFE Minimum Vola | ETF | Liquidated | $0 | 0 | 0.00 | 245 | +Inf | 12-31-2018 |
