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 Russell 2000 Growth In | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,864 | 11.08 | 12-31-2021 |
| iShares US Technology ETF | EX TRD EQ FD | 202 | $3,718,359 | 27,531 | 0.00 | 0.00 | -147 | -0.53 | 03-31-2024 |
| Schwab Emerging Markets Equity ETF | EX TRD EQ FD | 203 | $3,567,056 | 141,268 | 0.00 | 0.00 | -17,914 | -11.25 | 03-31-2024 |
| Duke Energy Co 5.625PFD | PFD | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,431 | -2.29 | 03-31-2024 |
