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 |
|---|---|---|---|---|---|---|---|---|---|
| Coca Cola European Partners | COM | Liquidated | $5,736 | 82 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| iShares Silver Trust ETF IV | EX TRD EQ FD | 1852 | $5,688 | 250 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Cambria Global Asset Allocatio | ETF | 1853 | $5,680 | 250 | 0.00 | 250 | +Inf | 03-31-2020 | |
| Invesco S&P SmallCap Informati | ETF | 1854 | $5,617 | 65 | 0.00 | 65 | +Inf | 09-30-2020 |
