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
Bank Of America 6.45PFD Due 12/15/66 PFD Liquidated $0 0 0.00 0.00 0 0.00 03-31-2024
Thor Industries Inc COM Liquidated $0 0 0.00 0.00 206 +Inf 03-31-2022
WYNN Resorts COM Liquidated $15,335 150 0.00 0.00 -100 -40.00 03-31-2024
Granite Construction Inc COM 1504 $15,310 1,000 0.00 1,000 +Inf 03-31-2020
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