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 |
|---|---|---|---|---|---|---|---|---|---|
| Publicis S A New F Sponsored ADR | ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Thomson Reuters Corp F | COM | Liquidated | $0 | 0 | 0.00 | 80 | +Inf | 03-31-2024 | |
| Twitter Inc | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -37 | -100.00 | 03-31-2022 |
| Saratoga Investment Corp | COM | 1604 | $11,600 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
