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 |
|---|---|---|---|---|---|---|---|---|---|
| iShares Ibonds Dec 2029 Term ETF | ETF FI | 1551 | $13,692 | 600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Airbnb Inc Class A | COM | Liquidated | $13,692 | 83 | 0.00 | 0.00 | -50 | -37.59 | 03-31-2024 |
| A10 Networks Inc | COM | Liquidated | $13,690 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Workday Inc Com | COM | Liquidated | $13,638 | 50 | 0.00 | 0.00 | -140 | -73.68 | 03-31-2024 |
