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
Invsc Bulletshar 2024 CRPRT BND ETF ETF FI Liquidated $0 0 0.00 329 +Inf 03-31-2022
Goodyear Tire Rubber COM 1802 $6,802 476 0.00 0.00 457 2405.26 03-31-2022
Adtalem Global Education COM Liquidated $6,785 132 0.00 0.00 0 0.00 03-31-2024
First Trust Capital Strength E ETF 1804 $6,777 116 0.00 116 +Inf 06-30-2020
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