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 |
|---|---|---|---|---|---|---|---|---|---|
| Wesco Inter 10.625 PFD PFD Ser A | PFD | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Rumble Inc Class A | COM | 1652 | $10,302 | 1,275 | 0.00 | 1,275 | +Inf | 03-31-2024 | |
| Powershares FTSE RAFI Emerging | ETF | Liquidated | $0 | 0 | 0.00 | 436 | +Inf | 03-31-2018 | |
| Biglari Holdings Inc | COM | Liquidated | $0 | 0 | 0.00 | 25 | +Inf | 03-31-2018 |
