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 |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Dividend Appreciation ETF | EX TRD EQ FD | 151 | $6,632,093 | 36,318 | 0.00 | 0.00 | 1,738 | 5.03 | 03-31-2024 |
| Mckesson Corp | COM | 152 | $6,561,971 | 12,209 | 0.00 | 0.00 | -2,065 | -14.47 | 03-31-2024 |
| iShares MSCI EAFE Small-Cap | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -15,330 | -11.19 | 12-31-2021 |
| iShares TRT Is 5 10 Inv GR CR BD ETF | ETF FI | 154 | $6,519,799 | 126,285 | 0.00 | 0.00 | -7,850 | -5.85 | 03-31-2024 |
